CTWM
Cherry Tree Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
43,910
+1,211
| +3% | +$287K | 2.42% | 12 |
|
|
2025
Q1 | $9.47M | Buy |
42,699
+1,058
| +3% | +$235K | 2.28% | 12 |
|
|
2024
Q4 | $10M | Sell |
41,641
-69
| -0.2% | -$16.6K | 2.48% | 12 |
|
|
2024
Q3 | $9.89M | Sell |
41,710
-135
| -0.3% | -$32K | 2.35% | 12 |
|
|
2024
Q2 | $9.12M | Buy |
41,845
+1,059
| +3% | +$231K | 2.29% | 13 |
|
|
2024
Q1 | $9.32M | Buy |
40,786
+1,821
| +5% | +$416K | 2.34% | 12 |
|
|
2023
Q4 | $8.31M | Buy |
38,965
+2,158
| +6% | +$460K | 2.22% | 14 |
|
|
2023
Q3 | $6.96M | Buy |
36,807
+2,107
| +6% | +$398K | 2.04% | 16 |
|
|
2023
Q2 | $6.9M | Buy |
+34,700
| New | +$6.9M | 2.01% | 17 |
|