Vanguard S&p 500 Etf idx shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $32k | 74 | 436.80 |
| 2023-09-30 | $29k | 74 | 392.70 |
| 2023-06-30 | $31k | 77 | 407.29 |
| 2023-03-31 | $29k | 77 | 376.06 |
| 2022-12-31 | $27k | 77 | 351.34 |
| 2022-09-30 | $25k | 77 | 324.68 |
| 2022-06-30 | $27k | 77 | 350.65 |
| 2019-06-30 | $5.0k | 18 | 277.78 |
| 2019-03-31 | $5.0k | 18 | 277.78 |
| 2018-12-31 | $5.0k | 19 | 263.16 |