Dougherty Wealth Advisers LLC VTV Holdings History
Dougherty Wealth Advisers LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 198,689.00 shares of Vanguard Value ETF(VTV), totaling $35.12 Mil. This investment constitutes 23.32% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q3. And since then Dougherty Wealth Advisers LLC has made 11 purchases of VTV, at an average price of $149.74, for a total of 218,544.00 shares. In addition, there have been 2 sales at an average price of $168.04 for 19,855.00 shares. Based on historical transaction data and VTV's current price of $178.87, Dougherty Wealth Advisers LLC's estimated gain on his VTV holdings is $6.15 Mil, reflecting a 18.80% gain to date.
Dougherty Wealth Advisers LLC VTV ($178.87) Holding Chart
Dougherty Wealth Advisers LLC VTV ($178.87) 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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