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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Mid-Cap ETF by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |