CWM
Cahaba Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
22,001
+1,450
| +7% | +$114K | 0.13% | 35 |
|
|
2025
Q1 | $1.61M | Buy |
20,551
+124
| +0.6% | +$9.71K | 0.13% | 34 |
|
|
2024
Q4 | $1.58M | Buy |
20,427
+1,142
| +6% | +$88.2K | 0.13% | 36 |
|
|
2024
Q3 | $1.52M | Buy |
19,285
+4,673
| +32% | +$368K | 0.13% | 37 |
|
|
2024
Q2 | $1.12M | Buy |
14,612
+989
| +7% | +$75.9K | 0.1% | 46 |
|
|
2024
Q1 | $1.04M | Buy |
13,623
+415
| +3% | +$31.8K | 0.1% | 48 |
|
|
2023
Q4 | $1.02M | Buy |
13,208
+7,377
| +127% | +$568K | 0.1% | 47 |
|
|
2023
Q3 | $438K | Buy |
5,831
+3,088
| +113% | +$232K | 0.05% | 85 |
|
|
2023
Q2 | $207K | Buy |
2,743
+12
| +0.4% | +$907 | 0.02% | 143 |
|
|
2023
Q1 | $209K | Buy |
+2,731
| New | +$209K | 0.02% | 141 |
|