Dougherty Wealth Advisers LLC's ownership history for VTI

Dougherty Wealth Advisers LLC currently holds 235 shares with a market value of $75.4K. It started holding VTI on 2024-09-30. At its peak, it held 572 shares on 2024-09-30. Its highest holding value was $162.0K on 2024-09-30. At its lowest, it held 235 shares on 2026-03-31, with a value of $75.4K on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 70. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 321.