CWM
Cahaba Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,015
| Closed | -$355K | – | 85 |
|
|
2021
Q1 | $355K | Buy |
2,015
+3
| +0.1% | +$529 | 0.06% | 64 |
|
|
2020
Q4 | $333K | Buy |
2,012
+10
| +0.5% | +$1.66K | 0.05% | 70 |
|
|
2020
Q3 | $251K | Buy |
2,002
+6
| +0.3% | +$752 | 0.05% | 68 |
|
|
2020
Q2 | $254K | Buy |
+1,996
| New | +$254K | 0.05% | 67 |
|