DOUGHERTY WEALTH ADVISERS LLC – Vanguard Mid-Cap Value Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$7.24M
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.74% | 436 shares | -405K | $121.77 | 59.48K |
| Q2 2022 | share | Increase | +1.34% | 779 shares | -1.07M | $129.52 | 59.04K |
| Q1 2022 | share | Increase | +3.56% | 2.00K shares | 263K | $149.67 | 58.27K |
| Q4 2021 | share | Increase | +3.25% | 1.77K shares | 850K | $150.11 | 56.26K |
| Q3 2021 | share | Decrease | -0.00% | -2 shares | -49K | $139.61 | 54.49K |
| Q2 2021 | share | Decrease | -2.41% | -1.34K shares | 125K | $139.93 | 54.49K |
| Q1 2021 | share | Decrease | -0.13% | -72 shares | 880K | $133.67 | 55.84K |
| Q4 2020 | share | Increase | +195.10% | 36.96K shares | 4.73M | $117.42 | 55.91K |
| Q3 2020 | share | Increase | +0.77% | 144 shares | 121K | $99.43 | 18.94K |
| Q2 2020 | share | Decrease | -10.67% | -2.24K shares | 89K | $93.27 | 18.80K |
| Q1 2020 | share | Increase | +4.03% | 816 shares | -701K | $78.68 | 21.05K |
| Q4 2019 | share | Increase | +1.31% | 262 shares | 155K | $114.46 | 20.23K |
| Q3 2019 | share | Increase | +7.69% | 1.42K shares | 192K | $107.75 | 19.97K |
| Q2 2019 | share | Increase | +3.97% | 708 shares | 141K | $105.73 | 18.54K |
| Q1 2019 | share | Increase | +0.77% | 136 shares | 60K | $101.88 | 17.83K |
| Q4 2018 | share | Increase | 0.00% | 17.70K shares | 1.86M | $89.53 | 17.70K |