Cherry Tree Wealth Management, LLC VTV Holdings History
Cherry Tree Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 98,467.00 shares of Vanguard Value ETF(VTV), totaling $17.01 Mil. This investment constitutes 4.1% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 2 purchases of VTV, at an average price of $138.42, for a total of 115,352.00 shares. In addition, there have been 5 sales at an average price of $148.10 for 16,885.00 shares. Based on historical transaction data and VTV's current price of $177.66, Cherry Tree Wealth Management, LLC's estimated gain on his VTV holdings is $4.03 Mil, reflecting a 25.22% gain to date.
Cherry Tree Wealth Management, LLC VTV ($177.66) Holding Chart
Cherry Tree Wealth Management, LLC VTV ($177.66) 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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