Dougherty Wealth Advisers LLC Vanguard Small Cap Value ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 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 $815,979. This represents 0.66% of its overall portfolio holdings.
Number of Shares
4,251
Previous 4,251
-0.0%
Holding current value
$815,979
Previous $853,000
1.29%
% of portfolio
0.66%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.54 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$767 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$740 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$681 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$461 Million0.45% of portfolio