Dougherty Wealth Advisers LLC Vanguard Mid Cap ETF Transaction History

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 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 $48,312. This represents 0.04% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$48,312
Previous $46,000 6.52%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 12, 2019
SELL
N/A
-113 Reduced 36.1%
200 $34,000
Q4 2018

Feb 11, 2019
BUY
N/A
313 New
313 $48,000

Others Institutions Holding VO

# of Institutions
1,960
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email