Dougherty Wealth Advisers LLC VIOG Holdings History
Dougherty Wealth Advisers LLC's Vanguard S&P Small-Cap 600 Growth ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 71,911.00 shares of Vanguard S&P Small-Cap 600 Growth ETF(VIOG), totaling $8.23 Mil. This investment constitutes 5.46% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 1.05% of the outstanding Vanguard S&P Small-Cap 600 Growth ETF(VIOG) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 21 purchases of VIOG, at an average price of $94.14, for a total of 75,332.00 shares. In addition, there have been 5 sales at an average price of $105.52 for 3,421.00 shares. Based on historical transaction data and VIOG's current price of $116.60, Dougherty Wealth Advisers LLC's estimated gain on his VIOG holdings is $1.65 Mil, reflecting a 23.32% gain to date.
Dougherty Wealth Advisers LLC VIOG ($116.60) Holding Chart
Dougherty Wealth Advisers LLC VIOG ($116.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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