Cherry Tree Wealth Management, LLC BND Holdings History
Cherry Tree Wealth Management, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 283,606.00 shares of Vanguard Total Bond Market ETF(BND), totaling $20.83 Mil. This investment constitutes 5.02% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 5 purchases of BND, at an average price of $72.49, for a total of 287,078.00 shares. In addition, there have been 2 sales at an average price of $73.50 for 3,472.00 shares. Based on historical transaction data and BND's current price of $72.85, Cherry Tree Wealth Management, LLC's estimated gain on his BND holdings is $106,215.23, reflecting a 0.51% gain to date.
Cherry Tree Wealth Management, LLC BND ($72.85) Holding Chart
Cherry Tree Wealth Management, LLC BND ($72.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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