VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,126 Value ($000) $238 Avg Close Range
Q3 2025
Shares 1,126 Value ($000) $235 Avg Close Range
Q2 2025
Shares 1,131 Value ($000) $220 Avg Close Range
Q1 2025
Shares 1,224 Value ($000) $228 Avg Close Range
Q3 2024
Shares 1,538 Value ($000) $309 Avg Close Range
Q2 2024
Shares 1,641 Value ($000) $300 Avg Close Range
Q1 2024
Shares 1,653 Value ($000) $317 Avg Close Range
Q4 2023
Shares 2,082 Value ($000) $375 Avg Close Range
Q3 2023
Shares 2,234 Value ($000) $356 Avg Close Range
Q2 2023
Shares 2,424 Value ($000) $401 Avg Close Range
Q1 2023
Shares 3,796 Value ($000) $603 Avg Close Range
Q4 2022
Shares 42,427 Value ($000) $6,737 Avg Close Range
Q3 2022
Shares 42,255 Value ($000) $6,059 Avg Close Range
Q2 2022
Shares 42,054 Value ($000) $6,301 Avg Close Range
Q1 2022
Shares 41,876 Value ($000) $7,368 Avg Close Range
Q4 2021
Shares 41,944 Value ($000) $7,502 Avg Close Range
Q3 2021
Shares 42,373 Value ($000) $7,172 Avg Close Range
Q2 2021
Shares 43,138 Value ($000) $7,491 Avg Close Range
Q1 2021
Shares 186,759 Value ($000) $39,592 Avg Close Range
Q4 2020
Shares 189,616 Value ($000) $36,658 Avg Close Range
Q3 2020
Shares 45,970 Value ($000) $5,086 Avg Close Range
Q2 2020
Shares 191,997 Value ($000) $27,745 Avg Close Range
Q1 2020
Shares 47,705 Value ($000) $4,236 Avg Close Range
Q4 2019
Shares 65,322 Value ($000) $8,954 Avg Close Range
Q3 2019
Shares 67,280 Value ($000) $8,669 Avg Close Range
Q2 2019
Shares 60,079 Value ($000) $7,843 Avg Close Range