Dougherty Wealth Advisers LLC VWO Holdings History
Dougherty Wealth Advisers LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 111,601.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $5.52 Mil. This investment constitutes 3.67% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 19 purchases of VWO, at an average price of $43.42, for a total of 148,623.00 shares. In addition, there have been 7 sales at an average price of $40.15 for 37,022.00 shares. Based on historical transaction data and VWO's current price of $50.76, Dougherty Wealth Advisers LLC's estimated gain on his VWO holdings is $697,610.68, reflecting a 10.81% gain to date.
Dougherty Wealth Advisers LLC VWO ($50.76) Holding Chart
Dougherty Wealth Advisers LLC VWO ($50.76) 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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