VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 4,997 Value ($000) $3,766 Avg Close Range
Q3 2025
Shares 5,989 Value ($000) $4,472 Avg Close Range
Q2 2025
Shares 4,905 Value ($000) $3,253 Avg Close Range
Q1 2025
Shares 5,251 Value ($000) $2,848 Avg Close Range
Q4 2024
Shares 5,534 Value ($000) $3,441 Avg Close Range
Q3 2024
Shares 4,390 Value ($000) $2,575 Avg Close Range
Q2 2024
Shares 4,362 Value ($000) $2,515 Avg Close Range
Q1 2024
Shares 3,031 Value ($000) $1,590 Avg Close Range
Q4 2023
Shares 3,370 Value ($000) $1,631 Avg Close Range
Q3 2023
Shares 2,949 Value ($000) $1,224 Avg Close Range
Q2 2023
Shares 3,058 Value ($000) $1,352 Avg Close Range
Q1 2023
Shares 3,037 Value ($000) $1,171 Avg Close Range