VANGUARD WORLD FDS

Ticker: VHT CUSIP: 92204A504 Class: HEALTH CAR ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 816 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 19,480 Value ($000) $4,942 Avg Close — Range —
Q3 2024
Shares 19,094 Value ($000) $5,388 Avg Close — Range —
Q2 2024
Shares 23,853 Value ($000) $6,345 Avg Close — Range —
Q1 2024
Shares 23,721 Value ($000) $6,417 Avg Close — Range —
Q4 2023
Shares 9,117 Value ($000) $2,286 Avg Close — Range —
Q3 2023
Shares 10,314 Value ($000) $2,425 Avg Close — Range —
Q2 2023
Shares 10,673 Value ($000) $2,613 Avg Close — Range —
Q1 2023
Shares 11,162 Value ($000) $2,662 Avg Close — Range —
Q4 2022
Shares 20,302 Value ($000) $5,036 Avg Close — Range —
Q3 2022
Shares 20,779 Value ($000) $4,648 Avg Close — Range —
Q2 2022
Shares 19,138 Value ($000) $4,507 Avg Close — Range —