CWM
Cahaba Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
17,904
-1,247
| -7% | -$91.8K | 0.1% | 42 |
|
|
2025
Q1 | $1.41M | Buy |
19,151
+101
| +0.5% | +$7.42K | 0.12% | 37 |
|
|
2024
Q4 | $1.37M | Buy |
19,050
+13
| +0.1% | +$935 | 0.11% | 40 |
|
|
2024
Q3 | $1.43M | Buy |
19,037
+364
| +2% | +$27.3K | 0.12% | 40 |
|
|
2024
Q2 | $1.35M | Buy |
18,673
+142
| +0.8% | +$10.2K | 0.12% | 39 |
|
|
2024
Q1 | $1.35M | Buy |
18,531
+50
| +0.3% | +$3.63K | 0.12% | 40 |
|
|
2023
Q4 | $1.36M | Buy |
18,481
+1,362
| +8% | +$100K | 0.13% | 39 |
|
|
2023
Q3 | $1.19M | Buy |
17,119
+2,951
| +21% | +$206K | 0.13% | 43 |
|
|
2023
Q2 | $1.03M | Buy |
14,168
+635
| +5% | +$46.2K | 0.11% | 47 |
|
|
2023
Q1 | $999K | Buy |
13,533
+54
| +0.4% | +$3.99K | 0.11% | 46 |
|
|
2022
Q4 | $968K | Buy |
13,479
+574
| +4% | +$41.2K | 0.12% | 41 |
|
|
2022
Q3 | $920K | Sell |
12,905
-223
| -2% | -$15.9K | 0.13% | 46 |
|
|
2022
Q2 | $988K | Buy |
13,128
+263
| +2% | +$19.8K | 0.14% | 45 |
|
|
2022
Q1 | $980K | Buy |
12,865
+65
| +0.5% | +$4.95K | 0.13% | 48 |
|
|
2021
Q4 | $1.09M | Buy |
12,800
+1,044
| +9% | +$88.5K | 0.14% | 45 |
|
|
2021
Q3 | $1M | Buy |
11,756
+618
| +6% | +$52.8K | 0.15% | 45 |
|
|
2021
Q2 | $966K | Sell |
11,138
-35,161
| -76% | -$3.05M | 0.15% | 38 |
|
|
2021
Q1 | $3.92M | Buy |
46,299
+5,397
| +13% | +$457K | 0.61% | 21 |
|
|
2020
Q4 | $3.57M | Buy |
40,902
+1,979
| +5% | +$173K | 0.59% | 22 |
|
|
2020
Q3 | $3.43M | Sell |
38,923
-732
| -2% | -$64.6K | 0.68% | 20 |
|
|
2020
Q2 | $3.54M | Buy |
39,655
+24,671
| +165% | +$2.2M | 0.73% | 19 |
|
|
2020
Q1 | $1.28M | Buy |
14,984
+1,624
| +12% | +$139K | 0.33% | 33 |
|
|
2019
Q4 | $1.12M | Sell |
13,360
-238
| -2% | -$20K | 0.25% | 36 |
|
|
2019
Q3 | $1.15M | Buy |
13,598
+101
| +0.7% | +$8.53K | 0.27% | 35 |
|
|
2019
Q2 | $1.12M | Buy |
13,497
+26
| +0.2% | +$2.16K | 0.28% | 36 |
|
|
2019
Q1 | $1.09M | Buy |
13,471
+2,449
| +22% | +$199K | 0.3% | 35 |
|
|
2018
Q4 | $873K | Buy |
11,022
+2,167
| +24% | +$172K | 0.27% | 39 |
|
|
2018
Q3 | $694K | Sell |
8,855
-1,653
| -16% | -$130K | 0.23% | 40 |
|
|
2018
Q2 | $831K | Buy |
10,508
+1,107
| +12% | +$87.5K | 0.29% | 32 |
|
|
2018
Q1 | $749K | Sell |
9,401
-1,904
| -17% | -$152K | 0.3% | 32 |
|
|
2017
Q4 | $922K | Buy |
11,305
+94
| +0.8% | +$7.67K | 0.38% | 32 |
|
|
2017
Q3 | $919K | Buy |
+11,211
| New | +$919K | 0.42% | 31 |
|