Dougherty Wealth Advisers LLC VUG Holdings History
Dougherty Wealth Advisers LLC's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 82,223.00 shares of Vanguard Growth ETF(VUG), totaling $36.05 Mil. This investment constitutes 23.94% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 16 purchases of VUG, at an average price of $261.63, for a total of 112,213.00 shares. In addition, there have been 10 sales at an average price of $378.53 for 29,990.00 shares. Based on historical transaction data and VUG's current price of $447.28, Dougherty Wealth Advisers LLC's estimated gain on his VUG holdings is $18.77 Mil, reflecting a 63.94% gain to date.
Dougherty Wealth Advisers LLC VUG ($447.28) Holding Chart
Dougherty Wealth Advisers LLC VUG ($447.28) 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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