Cherrydale Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Cherrydale Wealth Management, LLC
- $317 Million
- Q4 2025
A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 921 shares of VB stock, worth $230,075. This represents 0.07% of its overall portfolio holdings.
Number of Shares
921
Previous 5,112
81.98%
Holding current value
$230,075
Previous $1.3 Million
82.29%
% of portfolio
0.07%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,490Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio