CTWM
Cherry Tree Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
3,483
-77
| -2% | -$33.8K | 0.35% | 55 |
|
|
2025
Q1 | $1.32M | Sell |
3,560
-89
| -2% | -$33K | 0.32% | 59 |
|
|
2024
Q4 | $1.5M | Sell |
3,649
-68
| -2% | -$27.9K | 0.37% | 53 |
|
|
2024
Q3 | $1.43M | Sell |
3,717
-156
| -4% | -$59.9K | 0.34% | 57 |
|
|
2024
Q2 | $1.45M | Sell |
3,873
-39
| -1% | -$14.6K | 0.36% | 55 |
|
|
2024
Q1 | $1.35M | Sell |
3,912
-107
| -3% | -$36.8K | 0.34% | 57 |
|
|
2023
Q4 | $1.25M | Sell |
4,019
-300
| -7% | -$93.3K | 0.33% | 56 |
|
|
2023
Q3 | $1.18M | Sell |
4,319
-66
| -2% | -$18K | 0.34% | 50 |
|
|
2023
Q2 | $1.24M | Buy |
+4,385
| New | +$1.24M | 0.36% | 47 |
|