A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 4,251 shares of VBR stock, worth $848,712. This represents 0.68% of its overall portfolio holdings.

Number of Shares
4,251
Previous 4,251 -0.0%
Holding current value
$848,712
Previous $775,000 10.06%
% of portfolio
0.68%
Previous 0.68%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 19, 2023

BUY
$147.25 - $169.54 $625,959 - $720,714
4,251 New
4,251 $0
Q2 2022

Jul 19, 2022

SELL
$146.67 - $178.24 $5,133 - $6,238
-35 Closed
0 $0
Q4 2021

Jan 27, 2022

BUY
$168.72 - $185.72 $1,181 - $1,300
7 Added 25.0%
35 $6,000
Q3 2021

Nov 02, 2021

BUY
$162.66 - $175.73 $4,554 - $4,920
28 New
28 $5,000
Q3 2019

Nov 12, 2019

SELL
$128.22 - $131.67 $11,539 - $11,850
-90 Closed
0 $0
Q4 2018

Feb 11, 2019

BUY
N/A
90 New
90 $12,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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