CWM
Cahaba Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+855
| New | +$239K | 0.02% | 137 |
|
|
2024
Q4 | – | Sell |
-769
| Closed | -$203K | – | 156 |
|
|
2024
Q3 | $203K | Buy |
+769
| New | +$203K | 0.02% | 144 |
|
|
2023
Q1 | – | Sell |
-2,589
| Closed | -$528K | – | 150 |
|
|
2022
Q4 | $528K | Buy |
2,589
+16
| +0.6% | +$3.26K | 0.07% | 71 |
|
|
2022
Q3 | $483K | Hold |
2,573
| – | – | 0.07% | 72 |
|
|
2022
Q2 | $506K | Sell |
2,573
-23
| -0.9% | -$4.52K | 0.07% | 72 |
|
|
2022
Q1 | $568K | Buy |
2,596
+1,661
| +178% | +$363K | 0.08% | 69 |
|
|
2021
Q4 | $238K | Buy |
+935
| New | +$238K | 0.03% | 134 |
|