Mendel Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
832
-100
| -11% | -$28K | 0.13% | 87 |
|
|
2025
Q1 | $241K | Hold |
932
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $246K | Sell |
932
-12
| -1% | -$3.17K | 0.15% | 81 |
|
|
2024
Q3 | $249K | Sell |
944
-81
| -8% | -$21.4K | 0.15% | 85 |
|
|
2024
Q2 | $248K | Hold |
1,025
| – | – | 0.16% | 88 |
|
|
2024
Q1 | $256K | Hold |
1,025
| – | – | 0.17% | 86 |
|
|
2023
Q4 | $238K | Hold |
1,025
| – | – | 0.17% | 82 |
|
|
2023
Q3 | $213K | Hold |
1,025
| – | – | 0.18% | 84 |
|
|
2023
Q2 | $226K | Hold |
1,025
| – | – | 0.18% | 82 |
|
|
2023
Q1 | $216K | Buy |
+1,025
| New | +$216K | 0.2% | 80 |
|