VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 51,786 Value ($000) $9,891 Avg Close Range
Q3 2025
Shares 53,092 Value ($000) $9,901 Avg Close Range
Q2 2025
Shares 55,362 Value ($000) $9,785 Avg Close Range
Q1 2025
Shares 50,828 Value ($000) $8,780 Avg Close Range
Q3 2024
Shares 36,769 Value ($000) $6,419 Avg Close Range
Q2 2024
Shares 37,285 Value ($000) $5,981 Avg Close Range
Q1 2024
Shares 36,981 Value ($000) $6,023 Avg Close Range
Q4 2023
Shares 37,606 Value ($000) $5,622 Avg Close Range
Q3 2023
Shares 33,038 Value ($000) $4,557 Avg Close Range
Q2 2023
Shares 33,111 Value ($000) $4,705 Avg Close Range
Q1 2023
Shares 37,594 Value ($000) $5,192 Avg Close Range
Q4 2022
Shares 45,419 Value ($000) $6,375 Avg Close Range
Q3 2022
Shares 25,945 Value ($000) $3,204 Avg Close Range
Q2 2022
Shares 16,601 Value ($000) $2,189 Avg Close Range
Q1 2021
Shares 2,090 Value ($000) $275 Avg Close Range
Q4 2020
Shares 1,789 Value ($000) $213 Avg Close Range
Q3 2020
Shares 2,111 Value ($000) $221 Avg Close Range
Q1 2020
Shares 5,839 Value ($000) $520 Avg Close Range
Q4 2019
Shares 6,822 Value ($000) $818 Avg Close Range
Q3 2019
Shares 6,945 Value ($000) $775 Avg Close Range
Q2 2019
Shares 6,337 Value ($000) $703 Avg Close Range
Q1 2019
Shares 2,257 Value ($000) $243 Avg Close Range
Q4 2018
Shares 2,257 Value ($000) $221 Avg Close Range
Q3 2018
Shares 2,014 Value ($000) $224 Avg Close Range
Q2 2018
Shares 2,014 Value ($000) $209 Avg Close Range
Q1 2018
Shares 3,162 Value ($000) $319 Avg Close Range
Q4 2017
Shares 3,156 Value ($000) $342 Avg Close Range
Q3 2017
Shares 2,208 Value ($000) $223 Avg Close Range