CWM
Cahaba Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
4,711
+5
| +0.1% | +$1.52K | 0.11% | 40 |
|
|
2025
Q1 | $1.29M | Buy |
4,706
+292
| +7% | +$80.2K | 0.11% | 41 |
|
|
2024
Q4 | $1.28M | Sell |
4,414
-50
| -1% | -$14.5K | 0.11% | 42 |
|
|
2024
Q3 | $1.26M | Sell |
4,464
-125
| -3% | -$35.4K | 0.1% | 43 |
|
|
2024
Q2 | $1.23M | Buy |
4,589
+214
| +5% | +$57.2K | 0.11% | 42 |
|
|
2024
Q1 | $1.14M | Sell |
4,375
-20
| -0.5% | -$5.2K | 0.1% | 46 |
|
|
2023
Q4 | $1.04M | Buy |
4,395
+20
| +0.5% | +$4.74K | 0.1% | 45 |
|
|
2023
Q3 | $929K | Sell |
4,375
-8
| -0.2% | -$1.7K | 0.1% | 49 |
|
|
2023
Q2 | $965K | Sell |
4,383
-229
| -5% | -$50.4K | 0.1% | 49 |
|
|
2023
Q1 | $941K | Hold |
4,612
| – | – | 0.11% | 47 |
|
|
2022
Q4 | $882K | Buy |
4,612
+238
| +5% | +$45.5K | 0.11% | 45 |
|
|
2022
Q3 | $785K | Hold |
4,374
| – | – | 0.11% | 50 |
|
|
2022
Q2 | $825K | Hold |
4,374
| – | – | 0.12% | 50 |
|
|
2022
Q1 | $904K | Hold |
4,374
| – | – | 0.12% | 51 |
|
|
2021
Q4 | $1.06M | Buy |
4,374
+51
| +1% | +$12.3K | 0.14% | 47 |
|
|
2021
Q3 | $960K | Buy |
+4,323
| New | +$960K | 0.14% | 46 |
|
|
2021
Q2 | – | Sell |
-7,842
| Closed | -$1.62M | – | 93 |
|
|
2021
Q1 | $1.62M | Buy |
7,842
+25
| +0.3% | +$5.17K | 0.25% | 31 |
|
|
2020
Q4 | $1.57M | Buy |
7,817
+32
| +0.4% | +$6.43K | 0.26% | 35 |
|
|
2020
Q3 | $1.33M | Buy |
7,785
+88
| +1% | +$15K | 0.26% | 37 |
|
|
2020
Q2 | $1.27M | Buy |
+7,697
| New | +$1.27M | 0.26% | 35 |
|