Dougherty Wealth Advisers LLC Vanguard Mid Cap ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 200 shares of VO stock, worth $55,466. This represents 0.04% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$55,466
Previous $52,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,120Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.01 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio