Cherry Tree Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-21
Closed -$7.57K – 604
2026
Q2
$7.57K Hold
21
– – ﹤0.01% 467
2026
Q1
$6.56K Buy
+21
New +$6.82K ﹤0.01% 463

Other funds holding VIS

Cherry Tree Wealth Management's VIS Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q3 2026, closing a stake of 21 shares — an estimated $7.57K sold.

Cherry Tree Wealth Management first reported a position in VIS in Q1 2026 and held it in 2 quarters. The position peaked at $7.57K in Q2 2026. 232 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Cherry Tree Wealth Management reported no remaining Vanguard Industrials ETF position as of Q3 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 21 Vanguard Industrials ETF shares in Q3 2026, an estimated $7.57K.
  • Cherry Tree Wealth Management first reported a position in Vanguard Industrials ETF in Q1 2026 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Vanguard Industrials ETF position peaked at $7.57K in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.