CWM
Cahaba Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,253
-7
| -0.6% | -$1.32K | 0.02% | 139 |
|
|
2025
Q1 | $232K | Buy |
1,260
+94
| +8% | +$17.3K | 0.02% | 134 |
|
|
2024
Q4 | $215K | Buy |
1,166
+12
| +1% | +$2.22K | 0.02% | 139 |
|
|
2024
Q3 | $220K | Sell |
1,154
-669
| -37% | -$128K | 0.02% | 136 |
|
|
2024
Q2 | $320K | Hold |
1,823
| – | – | 0.03% | 108 |
|
|
2024
Q1 | $329K | Buy |
1,823
+8
| +0.4% | +$1.44K | 0.03% | 109 |
|
|
2023
Q4 | $305K | Buy |
1,815
+18
| +1% | +$3.02K | 0.03% | 106 |
|
|
2023
Q3 | $267K | Buy |
1,797
+8
| +0.4% | +$1.19K | 0.03% | 115 |
|
|
2023
Q2 | $279K | Hold |
1,789
| – | – | 0.03% | 113 |
|
|
2023
Q1 | $262K | Buy |
1,789
+7
| +0.4% | +$1.03K | 0.03% | 115 |
|
|
2022
Q4 | $250K | Buy |
+1,782
| New | +$250K | 0.03% | 123 |
|