DOUGHERTY WEALTH ADVISERS LLC – Vanguard 500 Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$25,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $328.3 | 77 | |
| Q2 2022 | share | Increase | 0.00% | 77 shares | 27K | $346.88 | 77 |
| Q3 2019 | share | Decrease | -100.00% | -18 shares | -5K | $263.78 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $259.21 | 18 | |
| Q1 2019 | share | Decrease | -5.26% | -1 shares | 0 | $248.67 | 18 |
| Q4 2018 | share | Increase | 0.00% | 19 shares | 5K | $218.96 | 19 |