VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 651 Value ($000) $218 Avg Close Range
Q3 2025
Shares 651 Value ($000) $214 Avg Close Range
Q4 2024
Shares 731 Value ($000) $212 Avg Close Range
Q3 2024
Shares 731 Value ($000) $207 Avg Close Range
Q2 2023
Shares 1,899 Value ($000) $418 Avg Close Range
Q1 2023
Shares 1,899 Value ($000) $388 Avg Close Range
Q4 2022
Shares 1,899 Value ($000) $363 Avg Close Range
Q3 2022
Shares 1,699 Value ($000) $305 Avg Close Range
Q2 2022
Shares 1,699 Value ($000) $320 Avg Close Range
Q1 2022
Shares 1,984 Value ($000) $452 Avg Close Range
Q4 2021
Shares 1,998 Value ($000) $482 Avg Close Range
Q3 2021
Shares 1,966 Value ($000) $437 Avg Close Range
Q2 2021
Shares 1,966 Value ($000) $438 Avg Close Range
Q1 2021
Shares 2,028 Value ($000) $419 Avg Close Range
Q4 2020
Shares 2,028 Value ($000) $394 Avg Close Range
Q3 2020
Shares 1,993 Value ($000) $339 Avg Close Range
Q2 2020
Shares 2,071 Value ($000) $324 Avg Close Range
Q1 2020
Shares 2,106 Value ($000) $271 Avg Close Range
Q4 2019
Shares 2,106 Value ($000) $344 Avg Close Range
Q3 2019
Shares 1,871 Value ($000) $282 Avg Close Range
Q2 2019
Shares 3,175 Value ($000) $476 Avg Close Range
Q1 2019
Shares 3,175 Value ($000) $459 Avg Close Range
Q4 2018
Shares 3,175 Value ($000) $405 Avg Close Range