CWM
Cedar 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 | $4.7M | Buy |
8,268
+258
| +3% | +$147K | 1.59% | 13 |
|
|
2025
Q1 | $4.12M | Buy |
8,010
+1,966
| +33% | +$1.01M | 1.46% | 13 |
|
|
2024
Q4 | $3.26M | Buy |
6,044
+318
| +6% | +$171K | 1.18% | 14 |
|
|
2024
Q3 | $3.02M | Buy |
5,726
+5
| +0.1% | +$2.64K | 0.94% | 16 |
|
|
2024
Q2 | $2.86M | Buy |
5,721
+82
| +1% | +$41K | 0.93% | 16 |
|
|
2024
Q1 | $2.71M | Buy |
5,639
+1,469
| +35% | +$706K | 0.89% | 18 |
|
|
2023
Q4 | $1.82M | Buy |
4,170
+81
| +2% | +$35.4K | 0.66% | 25 |
|
|
2023
Q3 | $1.61M | Buy |
4,089
+60
| +1% | +$23.6K | 0.63% | 25 |
|
|
2023
Q2 | $1.64M | Buy |
4,029
+280
| +7% | +$114K | 0.63% | 23 |
|
|
2023
Q1 | $1.41M | Buy |
3,749
+1,124
| +43% | +$423K | 0.58% | 26 |
|
|
2022
Q4 | $922K | Buy |
2,625
+106
| +4% | +$37.2K | 0.46% | 33 |
|
|
2022
Q3 | $827K | Buy |
2,519
+1,888
| +299% | +$620K | 0.41% | 42 |
|
|
2022
Q2 | $219K | Buy |
+631
| New | +$219K | 0.1% | 105 |
|