CTWM
Cherry Tree Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
1,792
-55
| -3% | -$15.7K | 0.12% | 89 |
|
|
2025
Q1 | $475K | Buy |
1,847
+31
| +2% | +$7.97K | 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% | -$20.5K | 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 | +$385K | 0.11% | 96 |
|