VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 37,801 Value ($000) $28,494 Avg Close — Range —
Q3 2025
Shares 37,860 Value ($000) $28,267 Avg Close — Range —
Q2 2025
Shares 37,694 Value ($000) $25,002 Avg Close — Range —
Q1 2025
Shares 36,879 Value ($000) $20,003 Avg Close — Range —
Q4 2024
Shares 37,620 Value ($000) $23,392 Avg Close — Range —
Q3 2024
Shares 37,282 Value ($000) $21,867 Avg Close — Range —
Q2 2024
Shares 40,680 Value ($000) $23,455 Avg Close — Range —
Q1 2024
Shares 46,378 Value ($000) $24,318 Avg Close — Range —
Q4 2023
Shares 65,755 Value ($000) $31,825 Avg Close — Range —
Q3 2023
Shares 67,405 Value ($000) $27,966 Avg Close — Range —
Q2 2023
Shares 60,603 Value ($000) $26,796 Avg Close — Range —
Q1 2023
Shares 49,603 Value ($000) $19,121 Avg Close — Range —
Q4 2022
Shares 38,654 Value ($000) $12,347 Avg Close — Range —
Q3 2022
Shares 37,941 Value ($000) $11,662 Avg Close — Range —
Q2 2022
Shares 37,773 Value ($000) $12,335 Avg Close — Range —
Q1 2022
Shares 30,859 Value ($000) $12,852 Avg Close — Range —
Q4 2021
Shares 34,886 Value ($000) $15,984 Avg Close — Range —
Q3 2021
Shares 32,641 Value ($000) $13,099 Avg Close — Range —
Q2 2021
Shares 31,162 Value ($000) $12,427 Avg Close — Range —
Q1 2021
Shares 29,086 Value ($000) $10,427 Avg Close — Range —