Cherry Tree Wealth Management, LLC VEA Holdings History
Cherry Tree Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 281,616.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $14.31 Mil. This investment constitutes 3.45% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 6 purchases of VEA, at an average price of $46.23, for a total of 282,217.00 shares. In addition, there have been 1 sales at an average price of $50.18 for 601.00 shares. Based on historical transaction data and VEA's current price of $56.64, Cherry Tree Wealth Management, LLC's estimated gain on his VEA holdings is $2.93 Mil, reflecting a 22.49% gain to date.
Cherry Tree Wealth Management, LLC VEA ($56.64) Holding Chart
Cherry Tree Wealth Management, LLC VEA ($56.64) 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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