DOUGHERTY WEALTH ADVISERS LLC – Vanguard Growth Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$14.86M
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.76% | 524 shares | -505K | $213.95 | 69.46K |
| Q2 2022 | share | Increase | +60.51% | 25.99K shares | 3.01M | $222.89 | 68.94K |
| Q1 2022 | share | Increase | +3.95% | 1.63K shares | -906K | $287.6 | 42.95K |
| Q4 2021 | share | Increase | +2.96% | 1.18K shares | 1.61M | $322.48 | 41.31K |
| Q3 2021 | share | Decrease | -0.02% | -9 shares | 132K | $290.17 | 40.13K |
| Q2 2021 | share | Decrease | -0.80% | -324 shares | 1.11M | $286.51 | 40.14K |
| Q1 2021 | share | Decrease | -0.19% | -79 shares | 130K | $256.43 | 40.46K |
| Q4 2020 | share | Increase | +239.22% | 28.59K shares | 7.55M | $252.36 | 40.54K |
| Q3 2020 | share | Decrease | -0.94% | -114 shares | 282K | $226.32 | 11.95K |
| Q2 2020 | share | Increase | +18.55% | 1.88K shares | 843K | $200.57 | 12.06K |
| Q1 2020 | share | Increase | +2.39% | 238 shares | -216K | $155.19 | 10.17K |
| Q4 2019 | share | Increase | +1.80% | 176 shares | 187K | $179.98 | 9.94K |
| Q3 2019 | share | Increase | +13.89% | 1.19K shares | 223K | $163.82 | 9.76K |
| Q2 2019 | share | Increase | +11.32% | 872 shares | 196K | $160.6 | 8.57K |
| Q1 2019 | share | Increase | +2.20% | 166 shares | 96K | $153.36 | 7.70K |
| Q4 2018 | share | Increase | 0.00% | 7.53K shares | 1.10M | $131.34 | 7.53K |