VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 70,442 Value ($000) $6,233 Avg Close Range
Q3 2025
Shares 71,229 Value ($000) $6,512 Avg Close Range
Q2 2025
Shares 69,088 Value ($000) $6,153 Avg Close Range
Q1 2025
Shares 65,806 Value ($000) $5,958 Avg Close Range
Q4 2024
Shares 65,834 Value ($000) $5,865 Avg Close Range
Q3 2024
Shares 64,360 Value ($000) $6,270 Avg Close Range
Q2 2024
Shares 63,581 Value ($000) $5,326 Avg Close Range
Q1 2024
Shares 61,751 Value ($000) $5,340 Avg Close Range
Q4 2023
Shares 11,485 Value ($000) $1,015 Avg Close Range
Q3 2023
Shares 3,600 Value ($000) $272 Avg Close Range
Q2 2023
Shares 2,964 Value ($000) $248 Avg Close Range
Q2 2022
Shares 2,349 Value ($000) $214 Avg Close Range
Q1 2022
Shares 4,803 Value ($000) $521 Avg Close Range
Q4 2021
Shares 4,656 Value ($000) $540 Avg Close Range
Q3 2021
Shares 3,431 Value ($000) $349 Avg Close Range
Q2 2021
Shares 2,814 Value ($000) $286 Avg Close Range
Q1 2021
Shares 2,708 Value ($000) $249 Avg Close Range