Dougherty Wealth Advisers LLC Vanguard Total Stock Market Et Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 572 shares of VTI stock, worth $167,596. This represents 0.13% of its overall portfolio holdings.

Number of Shares
572
Previous 579 1.21%
Holding current value
$167,596
Previous $154,000 4.55%
% of portfolio
0.13%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$255.18 - $283.2 $1,786 - $1,982
-7 Reduced 1.21%
572 $161,000
Q2 2024

Jul 11, 2024
SELL
$245.23 - $269.4 $2,697 - $2,963
-11 Reduced 1.86%
579 $154,000
Q4 2023

Jan 22, 2024
SELL
$203.12 - $238.25 $2,843 - $3,335
-14 Reduced 2.32%
590 $139,000
Q1 2023

Apr 14, 2023
SELL
$189.85 - $210.01 $39,109 - $43,262
-206 Reduced 25.43%
604 $123,000
Q3 2022

Oct 13, 2022
SELL
$179.47 - $216.24 $22,074 - $26,597
-123 Reduced 13.18%
810 $145,000
Q2 2022

Jul 19, 2022
SELL
$183.02 - $230.52 $60,396 - $76,071
-330 Reduced 26.13%
933 $176,000
Q1 2022

Apr 29, 2022
SELL
$209.9 - $242.97 $64,229 - $74,348
-306 Reduced 19.5%
1,263 $288,000
Q4 2021

Jan 27, 2022
SELL
$221.73 - $242.96 $3,547 - $3,887
-16 Reduced 1.01%
1,569 $379,000
Q2 2021

Aug 05, 2021
SELL
$209.28 - $222.82 $72,829 - $77,541
-348 Reduced 18.0%
1,585 $353,000
Q1 2021

May 06, 2021
SELL
$191.87 - $208.85 $94,975 - $103,380
-495 Reduced 20.39%
1,933 $400,000
Q4 2020

Feb 04, 2021
SELL
$166.99 - $194.64 $3,339 - $3,892
-20 Reduced 0.82%
2,428 $473,000
Q3 2020

Nov 02, 2020
SELL
$157.44 - $181.24 $111,467 - $128,317
-708 Reduced 22.43%
2,448 $417,000
Q2 2020

Aug 11, 2020
SELL
$122.96 - $164.1 $674,804 - $900,580
-5,488 Reduced 63.49%
3,156 $494,000
Q1 2020

May 05, 2020
SELL
$111.91 - $172.17 $41,966 - $64,563
-375 Reduced 4.16%
8,644 $1.11 Million
Q4 2019

Feb 07, 2020
SELL
$146.61 - $164.29 $10,409 - $11,664
-71 Reduced 0.78%
9,019 $1.48 Million
Q3 2019

Nov 12, 2019
SELL
$150.3 - $153.62 $503,505 - $514,627
-3,350 Reduced 26.93%
9,090 $1.37 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-257 Reduced 2.02%
12,440 $1.87 Million
Q4 2018

Feb 11, 2019
BUY
N/A
12,697 New
12,697 $1.76 Million

Others Institutions Holding VTI

# of Institutions
3,042
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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