Dougherty Wealth Advisers LLC Vanguard Mid Cap ETF Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
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 $54,032. This represents 0.04% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$54,032
Previous $52,000
1.92%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio