VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q4 2025
Shares 4,862 Value ($000) $3,665 Avg Close — Range —
Q3 2025
Shares 4,799 Value ($000) $3,583 Avg Close — Range —
Q2 2025
Shares 3,420 Value ($000) $2,268 Avg Close — Range —
Q1 2025
Shares 3,383 Value ($000) $1,835 Avg Close — Range —
Q4 2024
Shares 3,210 Value ($000) $1,996 Avg Close — Range —
Q3 2024
Shares 2,454 Value ($000) $1,439 Avg Close — Range —
Q2 2024
Shares 2,535 Value ($000) $1,462 Avg Close — Range —
Q1 2024
Shares 2,513 Value ($000) $1,318 Avg Close — Range —
Q4 2023
Shares 2,118 Value ($000) $1,025 Avg Close — Range —
Q3 2023
Shares 2,032 Value ($000) $843 Avg Close — Range —
Q2 2023
Shares 1,868 Value ($000) $826 Avg Close — Range —
Q1 2023
Shares 1,350 Value ($000) $834 Avg Close — Range —
Q4 2022
Shares 3,841 Value ($000) $1,227 Avg Close — Range —
Q3 2022
Shares 3,515 Value ($000) $1,088 Avg Close — Range —
Q2 2022
Shares 1,964 Value ($000) $643 Avg Close — Range —
Q1 2022
Shares 759 Value ($000) $315 Avg Close — Range —
Q4 2021
Shares 451 Value ($000) $206 Avg Close — Range —