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

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 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 5,126 shares of VSGX stock, worth $292,540. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,126
Previous 5,385 4.81%
Holding current value
$292,540
Previous $308 Million 2.24%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
364
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

VSGX Quotes by TradingView
  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email