CWM
Cahaba Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
2,048
-82
| -4% | -$16.8K | 0.03% | 104 |
|
|
2025
Q1 | $413K | Buy |
2,130
+7
| +0.3% | +$1.36K | 0.03% | 98 |
|
|
2024
Q4 | $416K | Sell |
2,123
-187
| -8% | -$36.6K | 0.03% | 98 |
|
|
2024
Q3 | $457K | Sell |
2,310
-825
| -26% | -$163K | 0.04% | 94 |
|
|
2024
Q2 | $572K | Hold |
3,135
| – | – | 0.05% | 79 |
|
|
2024
Q1 | $572K | Buy |
3,135
+1,491
| +91% | +$272K | 0.05% | 79 |
|
|
2023
Q4 | $280K | Buy |
1,644
+12
| +0.7% | +$2.04K | 0.03% | 113 |
|
|
2023
Q3 | $254K | Buy |
1,632
+5
| +0.3% | +$777 | 0.03% | 119 |
|
|
2023
Q2 | $264K | Sell |
1,627
-191
| -11% | -$31K | 0.03% | 118 |
|
|
2023
Q1 | $280K | Buy |
1,818
+188
| +12% | +$29K | 0.03% | 112 |
|
|
2022
Q4 | $248K | Buy |
+1,630
| New | +$248K | 0.03% | 124 |
|