Cherry Tree Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 499 shares of VO stock, worth $143,178. This represents 0.03% of its overall portfolio holdings.

Number of Shares
499
Previous 440 13.41%
Holding current value
$143,178
Previous $123 Million 19.05%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$279.83 - $293.74 $16,509 - $17,330
59 Added 13.41%
499 $147 Million
Q2 2025

Aug 05, 2025
SELL
$228.54 - $279.83 $4,113 - $5,036
-18 Reduced 3.93%
440 $123 Million
Q4 2024

Feb 04, 2025
BUY
$261.5 - $284.63 $4,707 - $5,123
18 Added 4.09%
458 $121 Million
Q2 2024

Aug 06, 2024
SELL
$234.99 - $248.98 $9,634 - $10,208
-41 Reduced 8.52%
440 $107 Million
Q3 2023

Nov 14, 2023
BUY
$206.6 - $228.23 $53,509 - $59,111
259 Added 116.67%
481 $100 Million
Q2 2023

Aug 09, 2023
BUY
$203.43 - $220.16 $45,161 - $48,875
222 New
222 $48.9 Million

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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