DOUGHERTY WEALTH ADVISERS LLC – Vanguard Total Stock Market Index Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$145,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.18% | -123 shares | -31K | $179.47 | 810 |
| Q2 2022 | share | Decrease | -26.13% | -330 shares | -112K | $188.62 | 933 |
| Q1 2022 | share | Decrease | -19.50% | -306 shares | -91K | $227.67 | 1.26K |
| Q4 2021 | share | Decrease | -1.01% | -16 shares | 27K | $242.21 | 1.56K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $222.06 | 1.58K | |
| Q2 2021 | share | Decrease | -18.00% | -348 shares | -47K | $222.12 | 1.58K |
| Q1 2021 | share | Decrease | -20.39% | -495 shares | -73K | $205.41 | 1.93K |
| Q4 2020 | share | Decrease | -0.82% | -20 shares | 56K | $192.8 | 2.42K |
| Q3 2020 | share | Decrease | -22.43% | -708 shares | -77K | $168.02 | 2.44K |
| Q2 2020 | share | Decrease | -63.49% | -5.48K shares | -620K | $153.8 | 3.15K |
| Q1 2020 | share | Decrease | -4.16% | -375 shares | -362K | $126.1 | 8.64K |
| Q4 2019 | share | Decrease | -0.78% | -71 shares | 103K | $159.31 | 9.01K |
| Q3 2019 | share | Decrease | -26.93% | -3.35K shares | -494K | $146.23 | 9.09K |
| Q2 2019 | share | Decrease | -2.02% | -257 shares | 30K | $144.68 | 12.44K |
| Q1 2019 | share | 0.00% | 0 shares | 74K | $138.98 | 12.69K | |
| Q4 2018 | share | Increase | 0.00% | 12.69K shares | 1.76M | $121.91 | 12.69K |