CTWM
Cherry Tree Wealth Management’s Vanguard US Multifactor ETF VFMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
2,083
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $263K | Hold |
2,083
| – | – | 0.06% | 142 |
|
|
2024
Q4 | $272K | Sell |
2,083
-8
| -0.4% | -$1.05K | 0.07% | 141 |
|
|
2024
Q3 | $273K | Sell |
2,091
-71
| -3% | -$9.26K | 0.06% | 143 |
|
|
2024
Q2 | $265K | Buy |
2,162
+160
| +8% | +$19.6K | 0.07% | 142 |
|
|
2024
Q1 | $254K | Hold |
2,002
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $230K | Sell |
2,002
-44
| -2% | -$5.05K | 0.06% | 142 |
|
|
2023
Q3 | $211K | Hold |
2,046
| – | – | 0.06% | 136 |
|
|
2023
Q2 | $213K | Buy |
+2,046
| New | +$213K | 0.06% | 137 |
|