Cherrydale Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024

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 4,905 shares of VB stock, worth $1.17 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
4,905
Previous 4,873 0.66%
Holding current value
$1.17 Million
Previous $1.16 Million 1.99%
% of portfolio
0.46%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$233.76 - $261.58 $7,480 - $8,370
32 Added 0.66%
4,905 $1.18 Million
Q3 2024

Oct 11, 2024
BUY
$214.77 - $237.72 $4,080 - $4,516
19 Added 0.39%
4,873 $1.16 Million
Q2 2024

Jul 11, 2024
SELL
$210.76 - $226.94 $109,384 - $117,781
-519 Reduced 9.66%
4,854 $1.06 Million
Q1 2024

Apr 12, 2024
SELL
$204.0 - $228.59 $403,104 - $451,693
-1,976 Reduced 26.89%
5,373 $1.23 Million
Q4 2023

Jan 08, 2024
BUY
$175.26 - $215.9 $24,010 - $29,578
137 Added 1.9%
7,349 $1.57 Million
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $1.34 Million - $1.51 Million
7,212 New
7,212 $1.36 Million

Others Institutions Holding VB

# of Institutions
2,319
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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