Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,492 shares of VPU stock, worth $479,336. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,492

Previous 3,143 20.71%

Holding current value

$479,336

Previous $555 Million 14.92%

% of portfolio

0.1%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$175.25 - $189.41 $114,087 - $123,305	-651 Reduced 20.71%	2,492 $472 Million
Q3 2024 Nov 12, 2024	SELL	$146.64 - $174.54 $12,611 - $15,010	-86 Reduced 2.66%	3,143 $547 Million
Q2 2024 Aug 06, 2024	SELL	$136.04 - $157.94 $22,854 - $26,533	-168 Reduced 4.95%	3,229 $478 Million
Q1 2024 May 01, 2024	SELL	$129.56 - $142.58 $49,362 - $54,322	-381 Reduced 10.08%	3,397 $484 Million
Q4 2023 Feb 06, 2024	SELL	$121.65 - $142.23 $98,779 - $115,490	-812 Reduced 17.69%	3,778 $518 Million

Q3 2023 Nov 14, 2023	SELL	$127.23 - $148.54 $46,566 - $54,365	-366 Reduced 7.38%	4,590 $585 Million
Q2 2023 Aug 09, 2023	BUY	$140.07 - $152.05 $694,186 - $753,559	4,956 New	4,956 $705 Million

Others Institutions Holding VPU

# of Institutions

700

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History