CHAM
Clear Harbor Asset 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 | $304K | Sell |
535
-238
| -31% | -$135K | 0.02% | 331 |
|
|
2025
Q1 | $397K | Buy |
773
+164
| +27% | +$84.3K | 0.03% | 293 |
|
|
2024
Q4 | $328K | Buy |
+609
| New | +$328K | 0.03% | 294 |
|
|
2020
Q4 | – | Sell |
-245
| Closed | -$75.4K | – | 706 |
|
|
2020
Q3 | $75.4K | Buy |
+245
| New | +$75.4K | 0.01% | 346 |
|
|
2020
Q1 | – | Sell |
-571
| Closed | -$169K | – | 663 |
|
|
2019
Q4 | $169K | Buy |
+571
| New | +$169K | 0.03% | 277 |
|