Vanguard Mid-Cap ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 200 | 293.74 |
| 2025-06-30 | $56k | 200 | 279.83 |
| 2025-03-31 | $52k | 200 | 258.62 |
| 2024-12-31 | $53k | 200 | 264.13 |
| 2024-09-30 | $53k | 200 | 263.83 |
| 2024-06-30 | $48k | 200 | 242.10 |
| 2024-03-31 | $50k | 200 | 249.86 |
| 2023-12-31 | $47k | 200 | 232.64 |
| 2023-09-30 | $42k | 200 | 208.24 |
| 2023-06-30 | $44k | 200 | 220.16 |
| 2023-03-31 | $42k | 200 | 210.92 |
| 2022-12-31 | $41k | 200 | 203.81 |
| 2022-09-30 | $38k | 200 | 190.00 |
| 2022-06-30 | $39k | 200 | 195.00 |
| 2022-03-31 | $48k | 200 | 240.00 |
| 2021-12-31 | $51k | 200 | 255.00 |
| 2021-09-30 | $47k | 200 | 235.00 |
| 2021-06-30 | $47k | 200 | 235.00 |
| 2021-03-31 | $44k | 200 | 220.00 |
| 2020-12-31 | $41k | 200 | 205.00 |
| 2020-09-30 | $35k | 200 | 175.00 |
| 2020-06-30 | $33k | 200 | 165.00 |
| 2020-03-31 | $26k | 200 | 130.00 |
| 2019-12-31 | $36k | 200 | 180.00 |
| 2019-09-30 | $34k | 200 | 170.00 |
| 2019-06-30 | $52k | 313 | 166.13 |
| 2019-03-31 | $50k | 313 | 159.74 |
| 2018-12-31 | $48k | 313 | 153.35 |