Dougherty Wealth Advisers LLC Vanguard Whitehall Fds (Vangua Transaction History

Dougherty Wealth Advisers LLC

$135 Million
Q1 2025

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 $1.99 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

16,007

Previous 32,815 51.22%

Holding current value

$1.99 Million

Previous $4.19 Million 50.69%

% of portfolio

1.53%

Previous 3.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$126.11 - $135.06 $2.12 Million - $2.27 Million	-16,808 Reduced 51.22%	16,007 $2.06 Million
Q4 2024 Jan 24, 2025	BUY	$126.68 - $134.74 $2.13 Million - $2.26 Million	16,808 Added 105.0%	32,815 $4.19 Million
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

1,988

Shares Held

184M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Dougherty Wealth Advisers LLC Vanguard Whitehall Fds (Vangua Transaction History