Dougherty Wealth Advisers LLC Purchases and Sells in Q4 2025

Dougherty Wealth Advisers LLC

$173 Million
Q4 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	16.2K + 167.72%	$589.5 - $635.77 $9.55M - $10.3M	25.8K $15.6M
VTV	17.7K + 8.62%	$182.87 - $189.72 $3.24M - $3.36M	223K $41.8M
AAPL	2.77K + 12.48%	$245.27 - $275.25 $679K - $762K	24.9K $6.67M
VOE	4.45K + 5.05%	$169.53 - $176.53 $754K - $785K	92.4K $16.1M
SPY	988 + 595.18%	$653.02 - $687.39 $645K - $679K	1.15K $768K
VNQ	6.94K + 19.46%	$88.13 - $92.69 $612K - $644K	42.6K $3.82M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.75K New	$459.47 - $491.71 $804K - $860K	1.75K $824K
AVDV	8.47K New	$87.37 - $90.92 $740K - $770K	8.47K $763K
VEA	6.6K New	$59.18 - $62.09 $391K - $410K	6.6K $404K
SPYV	4.58K New	$54.27 - $56.85 $249K - $260K	4.58K $257K
URI	8 New	$806.61 - $1020.0 $6.45K - $8.16K	8 $6K
AVGO	13 New	$324.63 - $385.98 $4.22K - $5.02K	13 $4K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-1.8K - 2.16%	$470.44 - $504.26 $845K - $906K	81.6K $39.4M
VYM	-1.92K - 14.99%	$137.47 - $143.13 $264K - $275K	10.9K $1.54M
OEF	-817 - 10.58%	N/A	6.91K $1.84M
VBR	-637 - 14.98%	$201.42 - $211.15 $128K - $135K	3.61K $742K
MSFT	-161 - 4.25%	$496.82 - $542.07 $80K - $87.3K	3.63K $1.84M
IWS	-29 - 3.06%	$135.66 - $140.93 $3.93K - $4.09K	918 $126K

Activity Summary All Purchases 31 New Holdings 15 Increased Positions 16 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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