Dougherty Wealth Advisers LLC Vanguard Consumer Discretionar Transaction History
Dougherty Wealth Advisers LLC
- $150 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
567Shares Held
8.19MCall Options Held
26.7KPut Options Held
12.8K-
Bank Of America Corp Charlotte, NC1.49MShares$551 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY518KShares$192 Million0.01% of portfolio
-
Ubs Group Ag402KShares$149 Million0.02% of portfolio
-
Morgan Stanley New York, NY386KShares$143 Million0.01% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX374KShares$139 Million0.02% of portfolio