Cherry Tree Wealth Management, LLC VYM Holdings History
Cherry Tree Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 93,760.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $12.09 Mil. This investment constitutes 2.92% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 2 purchases of VYM, at an average price of $104.56, for a total of 105,501.00 shares. In addition, there have been 5 sales at an average price of $115.64 for 11,741.00 shares. Based on historical transaction data and VYM's current price of $134.69, Cherry Tree Wealth Management, LLC's estimated gain on his VYM holdings is $2.96 Mil, reflecting a 26.79% gain to date.
Cherry Tree Wealth Management, LLC VYM ($134.69) Holding Chart
Cherry Tree Wealth Management, LLC VYM ($134.69) 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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