Dougherty Wealth Advisers LLC's ownership history for IWV

Dougherty Wealth Advisers LLC currently holds 175 shares with a market value of $67.7K. It started holding IWV on 2024-09-30. At its peak, it held 175 shares on 2024-09-30. Its highest holding value was $67.7K on 2025-12-31. At its lowest, it held 175 shares on 2024-09-30, with a value of $55.6K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 0. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 0.