Dougherty Wealth Advisers LLC Vanguard Specialized Funds Van Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 27,482 shares of VNQ stock, worth $2.45 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
27,482
Previous 25,965
5.84%
Holding current value
$2.45 Million
Previous $2.17 Million
23.14%
% of portfolio
2.13%
Previous 1.9%
Shares
24 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio