VANGUARD SCOTTSDALE FDS

Ticker: VGLT CUSIP: 92206C847 Class: Fixed Income ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q2 2025
Shares 32,494 Value ($000) $1,824 Avg Close — Range —
Q1 2025
Shares 35,605 Value ($000) $2,051 Avg Close — Range —
Q4 2024
Shares 48,582 Value ($000) $2,689 Avg Close — Range —
Q3 2024
Shares 48,585 Value ($000) $2,990 Avg Close — Range —
Q2 2024
Shares 51,051 Value ($000) $2,945 Avg Close — Range —
Q1 2024
Shares 51,486 Value ($000) $3,050 Avg Close — Range —
Q4 2023
Shares 51,713 Value ($000) $3,182 Avg Close — Range —
Q3 2023
Shares 20,470 Value ($000) $1,136 Avg Close — Range —
Q2 2023
Shares 18,197 Value ($000) $1,156 Avg Close — Range —
Q1 2023
Shares 17,385 Value ($000) $1,139 Avg Close — Range —
Q4 2022
Shares 16,686 Value ($000) $1,028 Avg Close — Range —
Q3 2022
Shares 15,635 Value ($000) $984 Avg Close — Range —
Q2 2022
Shares 17,493 Value ($000) $1,227 Avg Close — Range —
Q1 2022
Shares 15,335 Value ($000) $1,233 Avg Close — Range —
Q4 2021
Shares 15,514 Value ($000) $1,361 Avg Close — Range —
Q3 2021
Shares 15,514 Value ($000) $1,361 Avg Close — Range —
Q2 2021
Shares 19,851 Value ($000) $1,741 Avg Close — Range —
Q1 2021
Shares 19,697 Value ($000) $1,631 Avg Close — Range —