Ownership history in Cherry Tree Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in VANGUARD MALVERN FDS (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 176,041 | +8,106 | +4.8% | 1.84% | $8.7M | $49.46 |
| 2025 Q3 | ADDED | 167,935 | +5,191 | +3.2% | 1.87% | $8.5M | $49.27 |
| 2025 Q2 | ADDED | 162,744 | +4,303 | +2.7% | 1.90% | $8.2M | $48.51 |
| 2025 Q1 | ADDED | 158,441 | +2,782 | +1.8% | 1.91% | $7.9M | $48.06 |
| 2024 Q4 | REDUCED | 155,659 | -8,685 | -5.3% | 1.87% | $7.5M | $46.63 |
| 2024 Q3 | REDUCED | 164,344 | -9,825 | -5.6% | 1.92% | $8.1M | $46.68 |
| 2024 Q2 | REDUCED | 174,169 | -1,427 | -0.8% | 2.12% | $8.5M | $45.53 |
| 2024 Q1 | REDUCED | 175,596 | -3,199 | -1.8% | 2.11% | $8.4M | $44.90 |
| 2023 Q4 | REDUCED | 178,795 | -12,786 | -6.7% | 2.27% | $8.5M | $44.52 |
| 2023 Q3 | REDUCED | 191,581 | -33,084 | -14.7% | 2.65% | $9.1M | $43.42 |
As of 2025 Q4 — sorted by position size