DOUGHERTY WEALTH ADVISERS LLC – Vanguard Real Estate Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$1.56M
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.28% | 436 shares | -174K | $80.17 | 19.53K |
| Q2 2022 | share | Increase | +0.86% | 162 shares | -313K | $91.11 | 19.10K |
| Q1 2022 | share | Increase | +1.33% | 249 shares | -115K | $108.37 | 18.94K |
| Q4 2021 | share | Increase | +5.19% | 923 shares | 359K | $115.69 | 18.69K |
| Q3 2021 | share | Increase | +0.11% | 20 shares | 2K | $101.78 | 17.76K |
| Q2 2021 | share | Decrease | -2.41% | -438 shares | 136K | $101.16 | 17.74K |
| Q1 2021 | share | Increase | +1.37% | 246 shares | 147K | $90.64 | 18.18K |
| Q4 2020 | share | Increase | +205.12% | 12.06K shares | 1.06M | $83.32 | 17.94K |
| Q3 2020 | share | Increase | +0.12% | 7 shares | 3K | $76.25 | 5.88K |
| Q2 2020 | share | Increase | +15.45% | 786 shares | 106K | $75.26 | 5.87K |
| Q1 2020 | share | Increase | +3.65% | 179 shares | -100K | $66.29 | 5.08K |
| Q4 2019 | share | Decrease | -10.04% | -548 shares | -54K | $87.41 | 4.90K |
| Q3 2019 | share | Decrease | -5.98% | -347 shares | 2K | $86.92 | 5.45K |
| Q2 2019 | share | Increase | +15.12% | 762 shares | 69K | $80.82 | 5.80K |
| Q1 2019 | share | Increase | +1.18% | 59 shares | 19K | $79.61 | 5.04K |
| Q4 2018 | share | Increase | 0.00% | 4.98K shares | 419K | $67.83 | 4.98K |