Cherry Tree Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
2025
Q1
$1.32M Sell
2024
Q4
$1.5M Sell
2024
Q3
$1.43M Sell
2024
Q2
$1.45M Sell
2024
Q1
$1.35M Sell
2023
Q4
$1.25M Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.24M Buy