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Cherry Tree Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Cherry Tree Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$536K Hold
1,792
– – 0.11% 90
2025
Q4 		$564K Hold
1,792
– – 0.12% 89
2025
Q3 		$552K Hold
1,792
– – 0.12% 88
2025
Q2 		$511K Sell
1,792
-55
-3% -$14.5K 0.12% 89
2025
Q1 		$475K Buy
1,847
+31
+2% +$8.4K 0.11% 93
2024
Q4 		$490K Hold
1,816
– – 0.12% 91
2024
Q3 		$478K Hold
1,816
– – 0.11% 101
2024
Q2 		$453K Sell
1,816
-82
-4% -$19.7K 0.11% 99
2024
Q1 		$455K Hold
1,898
– – 0.11% 94
2023
Q4 		$414K Hold
1,898
– – 0.11% 100
2023
Q3 		$371K Hold
1,898
– – 0.11% 96
2023
Q2 		$385K Buy
+1,898
New +$364K 0.11% 96

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Morgan Stanley
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JFGLC
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PNC Financial Services Group
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