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Vanguard Small-Cap Value ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 58k 200.78
2024-06-30 $11M 60k 182.52
2024-03-31 $12M 60k 191.88
2023-12-31 $11M 59k 179.97
2023-09-30 $11M 68k 159.49
2023-06-30 $11M 65k 165.40