Cherry Tree Wealth Management, LLC VBR Holdings History
Cherry Tree Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 57,636.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $10.74 Mil. This investment constitutes 2.59% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 3 purchases of VBR, at an average price of $157.69, for a total of 69,377.00 shares. In addition, there have been 4 sales at an average price of $169.69 for 11,741.00 shares. Based on historical transaction data and VBR's current price of $200.50, Cherry Tree Wealth Management, LLC's estimated gain on his VBR holdings is $2.61 Mil, reflecting a 23.84% gain to date.
Cherry Tree Wealth Management, LLC VBR ($200.50) Holding Chart
Cherry Tree Wealth Management, LLC VBR ($200.50) 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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