Cherry Tree Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
2025
Q1
$2.08M Buy
2024
Q4
$2.11M Hold
2024
Q3
$2.06M Hold
2024
Q2
$1.96M Sell
2024
Q1
$1.88M Buy
2023
Q4
$1.11M Buy
2023
Q3
$966K Sell
2023
Q2
$1.1M Buy