CWM
Cahaba Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,402
-445
| -8% | -$127K | 0.12% | 38 |
|
|
2025
Q1 | $1.5M | Buy |
5,847
+120
| +2% | +$30.8K | 0.12% | 36 |
|
|
2024
Q4 | $1.54M | Buy |
5,727
+266
| +5% | +$71.7K | 0.13% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
5,461
+1,619
| +42% | +$426K | 0.12% | 39 |
|
|
2024
Q2 | $959K | Hold |
3,842
| – | – | 0.08% | 54 |
|
|
2024
Q1 | $921K | Hold |
3,842
| – | – | 0.08% | 56 |
|
|
2023
Q4 | $838K | Hold |
3,842
| – | – | 0.08% | 55 |
|
|
2023
Q3 | $752K | Hold |
3,842
| – | – | 0.08% | 59 |
|
|
2023
Q2 | $779K | Hold |
3,842
| – | – | 0.08% | 57 |
|
|
2023
Q1 | $718K | Sell |
3,842
-910
| -19% | -$170K | 0.08% | 61 |
|
|
2022
Q4 | $828K | Hold |
4,752
| – | – | 0.1% | 50 |
|
|
2022
Q3 | $777K | Hold |
4,752
| – | – | 0.11% | 51 |
|
|
2022
Q2 | $819K | Buy |
4,752
+19
| +0.4% | +$3.28K | 0.12% | 51 |
|
|
2022
Q1 | $894K | Sell |
4,733
-732
| -13% | -$138K | 0.12% | 52 |
|
|
2021
Q4 | $1.21M | Buy |
+5,465
| New | +$1.21M | 0.16% | 41 |
|