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Vanguard Financials ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials 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 Financials ETF by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 1.1k 109.91
2024-06-30 $110k 1.1k 99.88
2024-03-31 $113k 1.1k 102.39
2023-12-31 $102k 1.1k 92.26
2023-09-30 $89k 1.1k 80.32
2023-06-30 $120k 1.5k 81.24