Menard Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-333
Closed -$179K 301
2024
Q4
$179K Buy
+333
New +$179K 0.11% 110
2024
Q1
Sell
-458
Closed -$200K 111
2023
Q4
$200K Buy
+458
New +$200K 0.25% 70