Dougherty Wealth Advisers LLC

SEC CIK: 0001755933
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

VXX holding history

Barclays Bank PLC 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.

VXX overview All 13F holders of VXX Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of VXX by Dougherty Wealth Advisers LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−35−100.0%	Sold out	Holders
Q4 2021	35	$1.00K	<0.1%	+5+16.7%	Added	Holders
Q3 2021	30	$1.00K	<0.1%	+30	New	Holders