Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 278,762 shares of BND stock, worth $20.5 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares

278,762

Previous 280,648 0.67%

Holding current value

$20.5 Million

Previous $21.1 Billion 4.9%

% of portfolio

4.96%

Previous 5.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$71.75 - $75.11 $135,320 - $141,657	-1,886 Reduced 0.67%	278,762 $20 Billion
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $113,319 - $119,965	-1,586 Reduced 0.56%	280,648 $21.1 Billion
Q2 2024 Aug 06, 2024	BUY	$70.55 - $72.66 $18,695 - $19,254	265 Added 0.09%	282,234 $20.3 Billion
Q1 2024 May 01, 2024	BUY	$71.76 - $73.66 $496,292 - $509,432	6,916 Added 2.51%	281,969 $20.5 Billion
Q4 2023 Feb 06, 2024	BUY	$68.04 - $73.9 $886,425 - $962,769	13,028 Added 4.97%	275,053 $20.2 Billion
Q3 2023 Nov 14, 2023	BUY	$69.63 - $72.91 $1.56 Million - $1.63 Million	22,386 Added 9.34%	262,025 $18.3 Billion
Q2 2023 Aug 09, 2023	BUY	$72.23 - $74.46 $17.3 Million - $17.8 Million	239,639 New	239,639 $17.4 Billion

Others Institutions Holding BND

# of Institutions

1,720

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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About VANGUARD BD INDEX FD INC TOTAL

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Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History