Cherry Tree Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,091 shares of VSGX stock, worth $301,641. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,091

Previous 5,126 0.68%

Holding current value

$301,641

Previous $315 Million 8.45%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$56.61 - $61.63 $1,981 - $2,157	-35 Reduced 0.68%	5,091 $289 Million
Q3 2024 Nov 12, 2024	SELL	$55.06 - $62.25 $14,260 - $16,122	-259 Reduced 4.81%	5,126 $315 Million
Q2 2024 Aug 06, 2024	SELL	$54.72 - $58.75 $27,907 - $29,962	-510 Reduced 8.65%	5,385 $308 Million
Q1 2024 May 01, 2024	BUY	$53.19 - $57.84 $13,616 - $14,807	256 Added 4.54%	5,895 $339 Million
Q4 2023 Feb 06, 2024	BUY	$48.05 - $55.28 $20,709 - $23,825	431 Added 8.28%	5,639 $312 Million
Q3 2023 Nov 14, 2023	BUY	$50.23 - $55.2 $2,260 - $2,484	45 Added 0.87%	5,208 $263 Million
Q2 2023 Aug 09, 2023	BUY	$51.68 - $54.7 $266,823 - $282,416	5,163 New	5,163 $274 Million

Others Institutions Holding VSGX

# of Institutions

377

Shares Held

46.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Cherry Tree Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History