Mendel Capital Management’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
Q2 | $12.1M | Buy |
21,262
+118
| +0.6% | +$67K | 6.89% | 5 |
|
|
2025
Q1 | $10.9M | Buy |
21,144
+953
| +5% | +$490K | 6.58% | 5 |
|
|
2024
Q4 | $10.9M | Buy |
20,191
+4,716
| +30% | +$2.54M | 6.6% | 5 |
|
|
2024
Q3 | $8.17M | Buy |
15,475
+1,778
| +13% | +$938K | 5.01% | 5 |
|
|
2024
Q2 | $6.85M | Buy |
13,697
+209
| +2% | +$105K | 4.43% | 5 |
|
|
2024
Q1 | $6.48M | Buy |
13,488
+276
| +2% | +$133K | 4.29% | 5 |
|
|
2023
Q4 | $5.77M | Buy |
13,212
+2,932
| +29% | +$1.28M | 4.15% | 5 |
|
|
2023
Q3 | $4.04M | Buy |
10,280
+3,100
| +43% | +$1.22M | 3.31% | 7 |
|
|
2023
Q2 | $2.92M | Buy |
7,180
+6,576
| +1,089% | +$2.68M | 2.34% | 8 |
|
|
2023
Q1 | $227K | Buy |
+604
| New | +$227K | 0.21% | 77 |
|