VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 775 Value ($000) $584 Avg Close — Range —
Q2 2025
Shares 775 Value ($000) $514 Avg Close — Range —
Q1 2025
Shares 505 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 455 Value ($000) $283 Avg Close — Range —
Q3 2024
Shares 455 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 455 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 455 Value ($000) $239 Avg Close — Range —
Q4 2023
Shares 455 Value ($000) $220 Avg Close — Range —
Q3 2023
Shares 785 Value ($000) $326 Avg Close — Range —
Q2 2023
Shares 785 Value ($000) $347 Avg Close — Range —
Q1 2023
Shares 785 Value ($000) $303 Avg Close — Range —
Q4 2022
Shares 785 Value ($000) $251 Avg Close — Range —