Dougherty Wealth Advisers LLC Vanguard Index Fds S&P 500 ETF Transaction History

Dougherty Wealth Advisers LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$392.7 - $420.68 $1,178 - $1,262	-3 Reduced 3.9%	74 $29,000
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $25,954 - $32,328	77 New	77 $27,000
Q3 2019 Nov 12, 2019	SELL	$260.57 - $277.38 $4,690 - $4,992	-18 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$224.5 - $261.43 $224 - $261	-1 Reduced 5.26%	18 $5,000
Q4 2018 Feb 11, 2019	BUY	$215.07 - $268.24 $4,086 - $5,096	19 New	19 $5,000

3,150

395M

2.09M

2.68M

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

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