DWA
Dougherty Wealth Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Hold |
200
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $51.7K | Hold |
200
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $52.8K | Hold |
200
| – | – | 0.04% | 80 |
|
|
2024
Q3 | $52.8K | Hold |
200
| – | – | 0.04% | 77 |
|
|
2024
Q2 | $48.4K | Hold |
200
| – | – | 0.04% | 75 |
|
|
2024
Q1 | $50K | Hold |
200
| – | – | 0.04% | 76 |
|
|
2023
Q4 | $46.5K | Hold |
200
| – | – | 0.04% | 81 |
|
|
2023
Q3 | $41.6K | Hold |
200
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $44K | Hold |
200
| – | – | 0.06% | 82 |
|
|
2023
Q1 | $42.2K | Hold |
200
| – | – | 0.06% | 84 |
|
|
2022
Q4 | $40.8K | Hold |
200
| – | – | 0.07% | 92 |
|
|
2022
Q3 | $38K | Hold |
200
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $39K | Hold |
200
| – | – | 0.07% | 91 |
|
|
2022
Q1 | $48K | Hold |
200
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $51K | Hold |
200
| – | – | 0.07% | 96 |
|
|
2021
Q3 | $47K | Hold |
200
| – | – | 0.07% | 98 |
|
|
2021
Q2 | $47K | Hold |
200
| – | – | 0.07% | 98 |
|
|
2021
Q1 | $44K | Hold |
200
| – | – | 0.07% | 102 |
|
|
2020
Q4 | $41K | Hold |
200
| – | – | 0.06% | 113 |
|
|
2020
Q3 | $35K | Hold |
200
| – | – | 0.12% | 113 |
|
|
2020
Q2 | $33K | Hold |
200
| – | – | 0.12% | 121 |
|
|
2020
Q1 | $26K | Hold |
200
| – | – | 0.1% | 126 |
|
|
2019
Q4 | $36K | Hold |
200
| – | – | 0.11% | 131 |
|
|
2019
Q3 | $34K | Sell |
200
-113
| -36% | -$19.2K | 0.11% | 134 |
|
|
2019
Q2 | $52K | Hold |
313
| – | – | 0.15% | 114 |
|
|
2019
Q1 | $50K | Hold |
313
| – | – | 0.17% | 104 |
|
|
2018
Q4 | $48K | Buy |
+313
| New | +$48K | 0.16% | 108 |
|