Vanguard Value ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 168k | 162.86 |
| 2023-12-31 | $25M | 167k | 149.50 |
| 2023-09-30 | $21M | 150k | 137.93 |
| 2023-06-30 | $3.0M | 21k | 142.10 |
| 2023-03-31 | $726k | 5.3k | 138.11 |
| 2022-12-31 | $572k | 4.1k | 140.37 |
| 2022-09-30 | $203k | 1.6k | 123.78 |
| 2022-06-30 | $216k | 1.6k | 131.71 |
| 2022-03-31 | $109k | 740 | 147.30 |
| 2021-12-31 | $109k | 740 | 147.30 |
| 2021-09-30 | $100k | 740 | 135.14 |