Cherry Tree Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 50,002 shares of VNQ stock, worth $4.53 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

50,002

Previous 50,558 1.1%

Holding current value

$4.53 Million

Previous $4.93 Billion 9.57%

% of portfolio

1.1%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$87.85 - $98.6 $48,844 - $54,821	-556 Reduced 1.1%	50,002 $4.45 Billion
Q3 2024 Nov 12, 2024	SELL	$82.97 - $98.97 $40,157 - $47,901	-484 Reduced 0.95%	50,558 $4.93 Billion
Q2 2024 Aug 06, 2024	SELL	$78.61 - $85.97 $22,089 - $24,157	-281 Reduced 0.55%	51,042 $4.28 Billion
Q1 2024 May 01, 2024	BUY	$82.58 - $89.12 $91,085 - $98,299	1,103 Added 2.2%	51,323 $4.44 Billion
Q4 2023 Feb 06, 2024	SELL	$71.05 - $89.54 $36,732 - $46,292	-517 Reduced 1.02%	50,220 $4.44 Billion
Q3 2023 Nov 14, 2023	BUY	$75.44 - $86.89 $135,339 - $155,880	1,794 Added 3.67%	50,737 $3.84 Billion
Q2 2023 Aug 09, 2023	BUY	$78.4 - $83.98 $3.84 Million - $4.11 Million	48,943 New	48,943 $4.09 Billion

Others Institutions Holding VNQ

# of Institutions

1,829

Shares Held

239M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Vanguard Specialized Funds Van Transaction History