Dougherty Wealth Advisers LLC Buys Bristol-Myers Squibb Company, Truist Financial Corp, Vonage Holdings Corp, Sells Celgene Corp, Molson Coors Beverage Co, Columbus McKinnon Corp

• New Purchases: BMY, BBK, VG, AMCX,
• Added Positions: ITOT, VOE, VUG, VIOG, AMLP,
• Reduced Positions: VXUS, VNQ, WFC, IVV,
• Sold Out: CELG, TAP, CMCO, DD, CNX, DOW,

For the details of Dougherty Wealth Advisers LLC's stock buys and sells, go to https://www.gurufocus.com/guru/dougherty+wealth+advisers+llc/current-portfolio/portfolio

1. Vanguard Mid-Cap Value ETF (VOE) - 20,234 shares, 7.37% of the total portfolio. Shares added by 1.31%
2. iShares Core S&P Small-Cap ETF (IJR) - 23,782 shares, 6.10% of the total portfolio.
3. SPDR S&P 500 ETF Trust (SPY) - 5,868 shares, 5.78% of the total portfolio.
4. Vanguard Growth ETF (VUG) - 9,940 shares, 5.54% of the total portfolio. Shares added by 1.80%
5. Vanguard Total Stock Market ETF (VTI) - 9,019 shares, 4.51% of the total portfolio. Shares reduced by 0.78%

Dougherty Wealth Advisers LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.18. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,070 shares as of .

Dougherty Wealth Advisers LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 987 shares as of .

Dougherty Wealth Advisers LLC initiated holding in Vonage Holdings Corp. The purchase prices were between $7.08 and $10.73, with an estimated average price of $8.58. The stock is now traded at around $9.16. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 175 shares as of .

Dougherty Wealth Advisers LLC initiated holding in AMC Networks Inc. The purchase prices were between $35.91 and $48.67, with an estimated average price of $41.81. The stock is now traded at around $37.21. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 36 shares as of .

Dougherty Wealth Advisers LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Dougherty Wealth Advisers LLC sold out a holding in Molson Coors Beverage Co. The sale prices were between $50.1 and $59.47, with an estimated average price of $53.67.

Dougherty Wealth Advisers LLC sold out a holding in Columbus McKinnon Corp. The sale prices were between $33.33 and $42.2, with an estimated average price of $38.78.

Dougherty Wealth Advisers LLC sold out a holding in DuPont de Nemours Inc. The sale prices were between $61.99 and $72.6, with an estimated average price of $66.07.

Dougherty Wealth Advisers LLC sold out a holding in CNX Resources Corp. The sale prices were between $6.52 and $9.37, with an estimated average price of $7.82.

Dougherty Wealth Advisers LLC sold out a holding in Dow Inc. The sale prices were between $43.85 and $55.99, with an estimated average price of $51.84.