Dougherty Wealth Advisers LLC Vanguard Star Fd Vanguard Tota Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 674 shares of VXUS stock, worth $39,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares
674
Previous 674 -0.0%
Holding current value
$39,247
Previous $40,000 7.5%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$57.86 - $62.21 $925 - $995
-16 Reduced 2.32%
674 $40,000
Q4 2023

Jan 22, 2024
SELL
$51.06 - $57.96 $816 - $927
-16 Reduced 2.27%
690 $39,000
Q3 2022

Oct 13, 2022
SELL
$45.75 - $54.53 $125,583 - $149,684
-2,745 Reduced 79.54%
706 $32,000
Q2 2021

Aug 05, 2021
SELL
$63.55 - $67.5 $174,444 - $185,287
-2,745 Reduced 44.3%
3,451 $227,000
Q1 2021

May 06, 2021
SELL
$60.31 - $64.68 $39,322 - $42,171
-652 Reduced 9.52%
6,196 $388,000
Q4 2020

Feb 04, 2021
SELL
$50.97 - $60.55 $4,842 - $5,752
-95 Reduced 1.37%
6,848 $412,000
Q2 2020

Aug 11, 2020
SELL
$40.36 - $51.42 $429,107 - $546,697
-10,632 Reduced 60.5%
6,943 $341,000
Q1 2020

May 05, 2020
SELL
$36.75 - $56.64 $88,604 - $136,559
-2,411 Reduced 12.06%
17,575 $737,000
Q4 2019

Feb 07, 2020
SELL
$50.39 - $55.96 $122,346 - $135,870
-2,428 Reduced 10.83%
19,986 $1.11 Million
Q3 2019

Nov 12, 2019
SELL
$51.46 - $52.73 $205,119 - $210,181
-3,986 Reduced 15.1%
22,414 $1.16 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,288 Reduced 4.65%
26,400 $1.39 Million
Q4 2018

Feb 11, 2019
BUY
N/A
27,688 New
27,688 $1.39 Million

Others Institutions Holding VXUS

# of Institutions
1,260
Shares Held
301M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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