Cherry Tree Wealth Management, LLC Vanguard Financial ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 1,103 shares of VFH stock, worth $131,587. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,103
Previous 1,103
-0.0%
Holding current value
$131,587
Previous $121 Million
7.42%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
764Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.74 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$381 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$229 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$189 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$171 Million7.56% of portfolio