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
2026 Q1	$1.55M	Sell	21,300 -54	-0.3%	-$4.2K	0.33%	62
2025 Q4	$1.74M	Buy	21,354 +540	+3%	+$43.8K	0.37%	55
2025 Q3	$1.66M	Sell	20,814 -84	-0.4%	-$6.42K	0.37%	55
2025 Q2	$1.53M	Sell	20,898 -462	-2%	-$30.4K	0.35%	55
2025 Q1	$1.32M	Sell	21,360 -534	-2%	-$36K	0.32%	59
2024 Q4	$1.5M	Sell	21,894 -408	-2%	-$27.4K	0.37%	53
2024 Q3	$1.43M	Sell	22,302 -936	-4%	-$58K	0.34%	57
2024 Q2	$1.45M	Sell	23,238 -234	-1%	-$13.6K	0.36%	55
2024 Q1	$1.35M	Sell	23,472 -642	-3%	-$35.3K	0.34%	57
2023 Q4	$1.25M	Sell	24,114 -1,800	-7%	-$86.9K	0.33%	56
2023 Q3	$1.18M	Sell	25,914 -396	-2%	-$18.7K	0.34%	50
2023 Q2	$1.24M	Buy	+26,310	New	+$1.14M	0.36%	47