VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 8,074 Value ($000) $5,063 Avg Close Range
Q3 2025
Shares 8,097 Value ($000) $4,958 Avg Close Range
Q2 2025
Shares 8,096 Value ($000) $4,599 Avg Close Range
Q1 2025
Shares 8,263 Value ($000) $4,246 Avg Close Range
Q4 2024
Shares 8,257 Value ($000) $4,449 Avg Close Range
Q3 2024
Shares 8,261 Value ($000) $4,359 Avg Close Range
Q2 2024
Shares 8,900 Value ($000) $4,451 Avg Close Range
Q1 2024
Shares 8,994 Value ($000) $4,323 Avg Close Range
Q4 2023
Shares 7,678 Value ($000) $3,354 Avg Close Range
Q3 2023
Shares 7,669 Value ($000) $3,012 Avg Close Range
Q2 2023
Shares 8,838 Value ($000) $3,600 Avg Close Range
Q1 2023
Shares 8,825 Value ($000) $3,319 Avg Close Range
Q4 2022
Shares 8,825 Value ($000) $3,101 Avg Close Range
Q3 2022
Shares 8,805 Value ($000) $2,891 Avg Close Range
Q2 2022
Shares 8,267 Value ($000) $2,868 Avg Close Range
Q1 2022
Shares 8,267 Value ($000) $3,432 Avg Close Range
Q4 2021
Shares 8,444 Value ($000) $3,686 Avg Close Range
Q3 2021
Shares 8,466 Value ($000) $3,339 Avg Close Range
Q2 2021
Shares 8,466 Value ($000) $3,332 Avg Close Range
Q1 2021
Shares 8,444 Value ($000) $3,076 Avg Close Range
Q4 2020
Shares 7,883 Value ($000) $2,709 Avg Close Range
Q3 2020
Shares 7,883 Value ($000) $2,425 Avg Close Range
Q2 2020
Shares 7,766 Value ($000) $2,201 Avg Close Range
Q1 2020
Shares 7,766 Value ($000) $1,839 Avg Close Range
Q4 2019
Shares 5,212 Value ($000) $1,541 Avg Close Range
Q3 2019
Shares 5,212 Value ($000) $1,420 Avg Close Range
Q2 2019
Shares 5,212 Value ($000) $1,402 Avg Close Range
Q1 2019
Shares 5,212 Value ($000) $1,352 Avg Close Range
Q4 2018
Shares 5,066 Value ($000) $1,164 Avg Close Range