VANGUARD SCOTTSDALE FDS

Ticker: VGIT CUSIP: 92206C706 Class: ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 5,230 Value ($000) $313 Avg Close Range
Q3 2025
Shares 9,867 Value ($000) $592 Avg Close Range
Q2 2025
Shares 12,758 Value ($000) $763 Avg Close Range
Q1 2025
Shares 18,894 Value ($000) $1,122 Avg Close Range
Q3 2024
Shares 71,068 Value ($000) $4,294 Avg Close Range
Q2 2024
Shares 83,791 Value ($000) $4,879 Avg Close Range
Q1 2024
Shares 90,690 Value ($000) $5,310 Avg Close Range
Q4 2023
Shares 97,442 Value ($000) $5,780 Avg Close Range
Q3 2023
Shares 42,547 Value ($000) $2,432 Avg Close Range
Q2 2023
Shares 37,642 Value ($000) $2,208 Avg Close Range
Q1 2023
Shares 38,469 Value ($000) $2,307 Avg Close Range