Dougherty Wealth Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Dougherty Wealth Advisers’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-74	Closed	-$32.3K	–	126
2023 Q4	$32.3K	Hold	74	–	–	0.03%	98
2023 Q3	$29.1K	Sell	74 -3	-4%	-$1.23K	0.03%	95
2023 Q2	$31.4K	Hold	77	–	–	0.04%	95
2023 Q1	$29K	Hold	77	–	–	0.04%	102
2022 Q4	$27.1K	Hold	77	–	–	0.04%	106
2022 Q3	$25K	Hold	77	–	–	0.05%	104
2022 Q2	$27K	Buy	+77	New	+$29K	0.05%	101
2019 Q3	–	Sell	-18	Closed	-$5K	–	218
2019 Q2	$5K	Hold	18	–	–	0.01%	220
2019 Q1	$5K	Sell	18 -1	-5%	-$250	0.02%	184
2018 Q4	$5K	Buy	+19	New	+$4.71K	0.02%	196

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dougherty Wealth Advisers's VOO Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 74 shares — an estimated $32.3K sold.

Dougherty Wealth Advisers first reported a position in VOO in Q4 2018 and held it in 10 quarters. The position peaked at $32.3K in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

Dougherty Wealth Advisers reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 74 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $32.3K.
Dougherty Wealth Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 10 quarters.
Dougherty Wealth Advisers's Vanguard S&P 500 ETF position peaked at $32.3K in Q4 2023.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.