DOUGHERTY WEALTH ADVISERS LLC – Vanguard Value Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$203,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-6.37%
quarter
Vanguard Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $123.48 | 1.64K | |
| Q2 2022 | share | Increase | +121.62% | 900 shares | 107K | $131.88 | 1.64K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $147.78 | 740 | |
| Q4 2021 | share | 0.00% | 0 shares | 9K | $147.05 | 740 | |
| Q3 2021 | share | Increase | 0.00% | 740 shares | 100K | $135.37 | 740 |