Dougherty Wealth Advisers LLC Vanguard S&P Small Cap 600 Gro Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 63,733 shares of VIOG stock, worth $6.61 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
63,733
Previous 58,645
8.68%
Holding current value
$6.61 Million
Previous $6.82 Million
0.13%
% of portfolio
5.05%
Previous 5.31%
Shares
26 transactions
Others Institutions Holding VIOG
# of Institutions
168Shares Held
3.17MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$40.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$24.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$21.6 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$18.7 Million0.3% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$13.8 Million0.03% of portfolio