Dougherty Wealth Advisers LLC Vanguard Mid Cap ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 200 shares of VO stock, worth $55,262. This represents 0.04% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$55,262
Previous $52,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,217Shares Held
185MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio