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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

VIXY holding history

ProShares Trust II in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VIXY overviewAll 13F holders of VIXYFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2022
Holdings of VIXY by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−14−100.0%Sold outHolders
Q3 202314$326<0.1%00.0%UnchangedHolders
Q2 202314$349<0.1%00.0%UnchangedConverted for a 1-for-5 splitHolders
Q1 202370$634<0.1%−30−30.0%ReducedHolders
Q4 2022100$1.14K<0.1%−170−63.0%ReducedHolders
Q3 2022270$5.00K<0.1%+235+671.4%AddedHolders
Q2 202235$1.00K<0.1%−80−69.6%ReducedHolders
Q1 2022115$2.00K<0.1%+115NewHolders