Dougherty Wealth Advisers LLC's ownership history for VYM

Dougherty Wealth Advisers LLC currently holds 8.7K shares with a market value of $1.3M. It started holding VYM on 2024-09-30. At its peak, it held 32.8K shares on 2024-12-31. Its highest holding value was $4.2M on 2024-12-31. At its lowest, it held 8.7K shares on 2026-03-31, with a value of $1.3M on 2026-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 4.1K. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 7.3K.