Cherry Tree Wealth Management, LLC Vanguard Financial ETF Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 948 shares of VFH stock, worth $121,069. This represents 0.03% of its overall portfolio holdings.
Number of Shares
948
Previous 1,103
14.05%
Holding current value
$121,069
Previous $140 Million
11.39%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
807Shares Held
54.8MCall Options Held
61.9KPut Options Held
6.9K-
Bank Of America Corp Charlotte, NC23.4MShares$2.99 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.57MShares$456 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$228 Million0.05% of portfolio
-
Ubs Group Ag1.76MShares$224 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.42MShares$181 Million2.86% of portfolio