Dougherty Wealth Advisers LLC Vanguard Whitehall Fds (Vangua Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 16,007 shares of VYM stock, worth $2.15 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
16,007
Previous 16,007 -0.0%
Holding current value
$2.15 Million
Previous $1.9 Million 8.11%
% of portfolio
1.64%
Previous 1.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
SELL
$98.71 - $111.84 $814,554 - $922,903
-8,252 Reduced 34.02%
16,007 $1.79 Million
Q4 2022

Jan 19, 2023
BUY
$96.14 - $113.15 $2.33 Million - $2.74 Million
24,259 New
24,259 $0
Q2 2021

Aug 05, 2021
SELL
$101.6 - $107.95 $1,117 - $1,187
-11 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$90.4 - $101.83 $994 - $1,120
11 New
11 $1,000
Q3 2019

Nov 12, 2019
SELL
$88.2 - $89.75 $4,939 - $5,026
-56 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
N/A
56 New
56 $5,000

Others Institutions Holding VYM

# of Institutions
1,798
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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