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| Name: |
Dougherty Wealth Advisers LLC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
5 |
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Viewing:
Increased Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTV |
Vanguard Value VIPERS |
2 |
- |
$163.65 |
$27,367,000 |
168,041 |
24.21% |
2,365,000 |
805 |
0.031 |
Closed - End Fund - E... |
|
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VWO |
Vanguard Emerging Markets S... |
5 |
- |
$44.89 |
$4,055,000 |
97,071 |
3.59% |
1,550,000 |
36,120 |
0.001 |
Closed - End Fund - E... |
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IXUS |
Ishares Core Msci Total Int... |
8 |
- |
$70.07 |
$2,957,000 |
43,576 |
2.62% |
143,000 |
238 |
0.001 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
9 |
- |
$84.89 |
$2,235,000 |
25,849 |
1.98% |
-24,000 |
288 |
0.007 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
83 |
- |
$60.31 |
$44,000 |
730 |
0.04% |
4,000 |
584 |
0 |
Closed - End Fund - E... |
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