CWM
Chronos 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
Q1 | – | Sell |
-437
| Closed | -$235K | – | 44 |
|
|
2024
Q4 | $235K | Hold |
437
| – | – | 0.12% | 41 |
|
|
2024
Q3 | $231K | Sell |
437
-47
| -10% | -$24.8K | 0.12% | 39 |
|
|
2024
Q2 | $242K | Sell |
484
-56
| -10% | -$28K | 0.13% | 38 |
|
|
2024
Q1 | $260K | Buy |
+540
| New | +$260K | 0.15% | 36 |
|
|
2022
Q3 | – | Sell |
-601
| Closed | -$208K | – | 35 |
|
|
2022
Q2 | $208K | Sell |
601
-50
| -8% | -$17.3K | 0.16% | 35 |
|
|
2022
Q1 | $270K | Sell |
651
-50
| -7% | -$20.7K | 0.17% | 34 |
|
|
2021
Q4 | $306K | Hold |
701
| – | – | 0.19% | 36 |
|
|
2021
Q3 | $276K | Hold |
701
| – | – | 0.19% | 37 |
|
|
2021
Q2 | $276K | Hold |
701
| – | – | 0.19% | 38 |
|
|
2021
Q1 | $255K | Hold |
701
| – | – | 0.19% | 39 |
|
|
2020
Q4 | $241K | Hold |
701
| – | – | 0.2% | 35 |
|
|
2020
Q3 | $216K | Sell |
701
-154
| -18% | -$47.5K | 0.19% | 36 |
|
|
2020
Q2 | $242K | Hold |
855
| – | – | 0.23% | 37 |
|
|
2020
Q1 | $202K | Buy |
855
+83
| +11% | +$19.6K | 0.23% | 39 |
|
|
2019
Q4 | $228K | Buy |
+772
| New | +$228K | 0.22% | 43 |
|