Dougherty Wealth Advisers LLC Vanguard Small Cap Value ETF Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
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 $843,270. This represents 0.68% of its overall portfolio holdings.
Number of Shares
4,251
Previous 4,251
-0.0%
Holding current value
$843,270
Previous $815,000
4.91%
% of portfolio
0.68%
Previous 0.72%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio