Dougherty Wealth Advisers LLC VOE Holdings History
Dougherty Wealth Advisers LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 84,983.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $13.98 Mil. This investment constitutes 9.28% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.08% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 18 purchases of VOE, at an average price of $124.67, for a total of 91,082.00 shares. In addition, there have been 7 sales at an average price of $122.27 for 6,099.00 shares. Based on historical transaction data and VOE's current price of $169.21, Dougherty Wealth Advisers LLC's estimated gain on his VOE holdings is $3.77 Mil, reflecting a 33.21% gain to date.
Dougherty Wealth Advisers LLC VOE ($169.21) Holding Chart
Dougherty Wealth Advisers LLC VOE ($169.21) 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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