Dougherty Wealth Advisers LLC's ownership history for IUSV

Dougherty Wealth Advisers LLC currently holds 230 shares with a market value of $23.5K. It started holding IUSV on 2024-09-30. At its peak, it held 370 shares on 2024-09-30. Its highest holding value was $35.3K on 2024-09-30. At its lowest, it held 230 shares on 2026-03-31, with a value of $23.5K on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 108. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 108.