VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 149,803 Value ($000) $38,642 Avg Close Range
Q3 2025
Shares 155,955 Value ($000) $39,656 Avg Close Range
Q2 2025
Shares 173,278 Value ($000) $41,063 Avg Close Range
Q1 2025
Shares 146,304 Value ($000) $32,443 Avg Close Range
Q3 2024
Shares 142,461 Value ($000) $33,793 Avg Close Range
Q2 2024
Shares 144,861 Value ($000) $31,586 Avg Close Range
Q1 2024
Shares 147,720 Value ($000) $33,767 Avg Close Range
Q4 2023
Shares 157,514 Value ($000) $33,603 Avg Close Range
Q3 2023
Shares 163,665 Value ($000) $30,944 Avg Close Range
Q2 2023
Shares 144,898 Value ($000) $28,819 Avg Close Range
Q1 2023
Shares 122,195 Value ($000) $23,163 Avg Close Range
Q4 2022
Shares 118,987 Value ($000) $21,839 Avg Close Range
Q3 2022
Shares 110,648 Value ($000) $18,911 Avg Close Range
Q2 2022
Shares 117,380 Value ($000) $20,672 Avg Close Range
Q1 2022
Shares 115,345 Value ($000) $24,513 Avg Close Range
Q4 2021
Shares 111,728 Value ($000) $25,252 Avg Close Range
Q3 2021
Shares 116,251 Value ($000) $25,421 Avg Close Range
Q2 2021
Shares 112,747 Value ($000) $25,400 Avg Close Range
Q3 2020
Shares 115,904 Value ($000) $17,826 Avg Close Range
Q1 2020
Shares 113,428 Value ($000) $13,094 Avg Close Range
Q4 2019
Shares 25,048 Value ($000) $4,149 Avg Close Range
Q3 2019
Shares 25,907 Value ($000) $3,987 Avg Close Range
Q2 2019
Shares 25,336 Value ($000) $3,969 Avg Close Range
Q1 2019
Shares 28,214 Value ($000) $4,311 Avg Close Range
Q4 2018
Shares 35,434 Value ($000) $4,677 Avg Close Range
Q3 2018
Shares 18,416 Value ($000) $2,964 Avg Close Range
Q2 2018
Shares 20,015 Value ($000) $3,128 Avg Close Range
Q1 2018
Shares 20,614 Value ($000) $2,956 Avg Close Range
Q4 2017
Shares 20,546 Value ($000) $3,090 Avg Close Range
Q3 2017
Shares 20,671 Value ($000) $2,948 Avg Close Range
Q2 2017
Shares 21,294 Value ($000) $2,874 Avg Close Range
Q1 2017
Shares 22,159 Value ($000) $2,900 Avg Close Range
Q3 2016
Shares 22,457 Value ($000) $2,713 Avg Close Range