Dougherty Wealth Advisers LLC's ownership history for VTV

Dougherty Wealth Advisers LLC currently holds 203.1K shares with a market value of $39.9M. It started holding VTV on 2024-09-30. At its peak, it held 223.3K shares on 2025-12-31. Its highest holding value was $42.6M on 2025-12-31. At its lowest, it held 168.8K shares on 2024-09-30, with a value of $29.1M on 2024-12-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 2.5K. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 13.4K.