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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
2025
Q1
$475K Buy
2024
Q4
$490K Hold
2024
Q3
$478K Hold
2024
Q2
$453K Sell
2024
Q1
$455K Hold
2023
Q4
$414K Hold
2023
Q3
$371K Hold
2023
Q2
$385K Buy