Dougherty Wealth Advisers LLC Vanguard Small Cap Value ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 4,251 shares of VBR stock, worth $864,950. This represents 0.66% of its overall portfolio holdings.
Number of Shares
4,251
Previous 4,251
-0.0%
Holding current value
$864,950
Previous $853,000
1.29%
% of portfolio
0.66%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,687Shares Held
100MCall Options Held
57.7KPut Options Held
8.3K-
Bank Of America Corp Charlotte, NC18.5MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$814 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$722 Million1.69% of portfolio