Cherry Tree Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.4M Buy
2025
Q1
$9.47M Buy
2024
Q4
$10M Sell
2024
Q3
$9.89M Sell
2024
Q2
$9.12M Buy
2024
Q1
$9.32M Buy
2023
Q4
$8.31M Buy
2023
Q3
$6.96M Buy
2023
Q2
$6.9M Buy