Dougherty Wealth Advisers LLC Vanguard Small Cap Value ETF Transaction History

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 2025

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 $761,099. This represents 0.59% of its overall portfolio holdings.

Number of Shares
4,251
Previous 4,251 -0.0%
Holding current value
$761,099
Previous $842,000 6.06%
% of portfolio
0.59%
Previous 0.66%

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

# of Institutions
1,704
Shares Held
95.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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