CWM
Cahaba Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
1,166
-75
| -6% | -$42.6K | 0.05% | 73 |
|
|
2025
Q1 | $638K | Buy |
1,241
+75
| +6% | +$38.5K | 0.05% | 77 |
|
|
2024
Q4 | $628K | Sell |
1,166
-219
| -16% | -$118K | 0.05% | 78 |
|
|
2024
Q3 | $731K | Buy |
1,385
+230
| +20% | +$121K | 0.06% | 73 |
|
|
2024
Q2 | $578K | Sell |
1,155
-3
| -0.3% | -$1.5K | 0.05% | 77 |
|
|
2024
Q1 | $557K | Buy |
1,158
+69
| +6% | +$33.2K | 0.05% | 81 |
|
|
2023
Q4 | $476K | Sell |
1,089
-25
| -2% | -$10.9K | 0.05% | 84 |
|
|
2023
Q3 | $438K | Buy |
1,114
+231
| +26% | +$90.8K | 0.05% | 86 |
|
|
2023
Q2 | $360K | Sell |
883
-15
| -2% | -$6.11K | 0.04% | 101 |
|
|
2023
Q1 | $338K | Sell |
898
-190
| -17% | -$71.5K | 0.04% | 102 |
|
|
2022
Q4 | $382K | Buy |
+1,088
| New | +$382K | 0.05% | 93 |
|
|
2021
Q2 | – | Sell |
-2,523
| Closed | -$919K | – | 92 |
|
|
2021
Q1 | $919K | Buy |
2,523
+8
| +0.3% | +$2.91K | 0.14% | 42 |
|
|
2020
Q4 | $885K | Buy |
2,515
+21
| +0.8% | +$7.39K | 0.15% | 44 |
|
|
2020
Q3 | $767K | Buy |
2,494
+12
| +0.5% | +$3.69K | 0.15% | 46 |
|
|
2020
Q2 | $741K | Buy |
+2,482
| New | +$741K | 0.15% | 44 |
|
|
2018
Q4 | – | Sell |
-944
| Closed | -$253K | – | 77 |
|
|
2018
Q3 | $253K | Buy |
944
+58
| +7% | +$15.5K | 0.08% | 60 |
|
|
2018
Q2 | $227K | Buy |
886
+5
| +0.6% | +$1.28K | 0.08% | 61 |
|
|
2018
Q1 | $208K | Buy |
881
+3
| +0.3% | +$708 | 0.08% | 59 |
|
|
2017
Q4 | $215K | Buy |
+878
| New | +$215K | 0.09% | 54 |
|