CWM
Cahaba Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-985
| Closed | -$241K | – | 160 |
|
|
2025
Q1 | $241K | Buy |
985
+1
| +0.1% | +$245 | 0.02% | 129 |
|
|
2024
Q4 | $250K | Hold |
984
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $240K | Sell |
984
-172
| -15% | -$41.9K | 0.02% | 129 |
|
|
2024
Q2 | $265K | Hold |
1,156
| – | – | 0.02% | 124 |
|
|
2024
Q1 | $272K | Buy |
+1,156
| New | +$272K | 0.02% | 124 |
|
|
2018
Q4 | – | Sell |
-1,447
| Closed | -$205K | – | 78 |
|
|
2018
Q3 | $205K | Hold |
1,447
| – | – | 0.07% | 65 |
|
|
2018
Q2 | $201K | Buy |
+1,447
| New | +$201K | 0.07% | 63 |
|