CTWM
Cherry Tree Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,103
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $132K | Hold |
1,103
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $130K | Hold |
1,103
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $121K | Hold |
1,103
| – | – | 0.03% | 199 |
|
|
2024
Q2 | $110K | Hold |
1,103
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $113K | Hold |
1,103
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $102K | Hold |
1,103
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $88.6K | Sell |
1,103
-377
| -25% | -$30.3K | 0.03% | 196 |
|
|
2023
Q2 | $120K | Buy |
+1,480
| New | +$120K | 0.04% | 176 |
|