Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 110,256 shares of BSV stock, worth $8.53 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

110,256

Previous 115,734 4.73%

Holding current value

$8.53 Million

Previous $9.11 Billion 6.45%

% of portfolio

2.11%

Previous 2.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$77.02 - $78.58 $421,915 - $430,461	-5,478 Reduced 4.73%	110,256 $8.52 Billion
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $329,197 - $339,929	-4,310 Reduced 3.59%	115,734 $9.11 Billion
Q2 2024 Aug 06, 2024	BUY	$75.81 - $76.76 $342,509 - $346,801	4,518 Added 3.91%	120,044 $9.21 Billion
Q1 2024 May 01, 2024	BUY	$76.34 - $77.25 $143,671 - $145,384	1,882 Added 1.66%	115,526 $8.86 Billion
Q4 2023 Feb 06, 2024	SELL	$74.64 - $77.03 $14,629 - $15,097	-196 Reduced 0.17%	113,644 $8.75 Billion
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $522,540 - $529,232	-6,970 Reduced 5.77%	113,840 $8.56 Billion
Q2 2023 Aug 09, 2023	BUY	$75.52 - $76.97 $9.12 Million - $9.3 Million	120,810 New	120,810 $9.13 Billion

Others Institutions Holding BSV

# of Institutions

1,309

Shares Held

392M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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