Cherry Tree Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 31,693 shares of VGIT stock, worth $1.87 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,693

Previous 40,882 22.48%

Holding current value

$1.87 Million

Previous $2.47 Billion 25.58%

% of portfolio

0.45%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$57.78 - $60.4 $530,940 - $555,015	-9,189 Reduced 22.48%	31,693 $1.84 Billion
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $150,858 - $158,688	-2,610 Reduced 6.0%	40,882 $2.47 Billion
Q2 2024 Aug 06, 2024	SELL	$57.14 - $58.53 $28,055 - $28,738	-491 Reduced 1.12%	43,492 $2.53 Billion
Q1 2024 May 01, 2024	SELL	$58.07 - $59.52 $53,482 - $54,817	-921 Reduced 2.05%	43,983 $2.58 Billion
Q4 2023 Feb 06, 2024	SELL	$56.15 - $59.51 $131,840 - $139,729	-2,348 Reduced 4.97%	44,904 $2.66 Billion
Q3 2023 Nov 14, 2023	BUY	$56.93 - $59.05 $48,390 - $50,192	850 Added 1.83%	47,252 $2.7 Billion
Q2 2023 Aug 09, 2023	BUY	$58.61 - $60.65 $2.72 Million - $2.81 Million	46,402 New	46,402 $2.72 Billion

Others Institutions Holding VGIT

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Cherry Tree Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History