Vanguard Total Stock Market ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $153k | 590 | 259.90 |
| 2023-12-31 | $140k | 590 | 237.22 |
| 2023-09-30 | $128k | 604 | 212.41 |
| 2023-06-30 | $133k | 604 | 220.28 |
| 2023-03-31 | $123k | 604 | 204.10 |
| 2022-12-31 | $155k | 810 | 191.19 |
| 2022-09-30 | $145k | 810 | 179.01 |
| 2022-06-30 | $176k | 933 | 188.64 |
| 2022-03-31 | $288k | 1.3k | 228.03 |
| 2021-12-31 | $379k | 1.6k | 241.56 |
| 2021-09-30 | $352k | 1.6k | 222.08 |
| 2021-06-30 | $353k | 1.6k | 222.71 |
| 2021-03-31 | $400k | 1.9k | 206.93 |
| 2020-12-31 | $473k | 2.4k | 194.81 |
| 2020-09-30 | $417k | 2.4k | 170.34 |
| 2020-06-30 | $494k | 3.2k | 156.53 |
| 2020-03-31 | $1.1M | 8.6k | 128.88 |
| 2019-12-31 | $1.5M | 9.0k | 163.65 |
| 2019-09-30 | $1.4M | 9.1k | 151.05 |
| 2019-06-30 | $1.9M | 12k | 150.08 |
| 2019-03-31 | $1.8M | 13k | 144.68 |
| 2018-12-31 | $1.8M | 13k | 138.85 |
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