Mattern Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,480	Closed	-$301K	–	166
2023 Q1	$301K	Sell	6,480 -197	-3%	-$9.08K	0.1%	141
2022 Q4	$305K	Sell	6,677 -1,187	-15%	-$53.1K	0.12%	128
2022 Q3	$342K	Sell	7,864 -1,200	-13%	-$54.9K	0.14%	115
2022 Q2	$414K	Sell	9,064 -9,718	-52%	-$444K	0.16%	105
2022 Q1	$889K	Sell	18,782 -10,118	-35%	-$499K	0.29%	78
2021 Q4	$1.48M	Sell	28,900 -110	-0.4%	-$5.63K	0.44%	61
2021 Q3	$1.49M	Sell	29,010 -519	-2%	-$26.9K	0.5%	55
2021 Q2	$1.54M	Sell	29,529 -1,050	-3%	-$54.3K	0.49%	55
2021 Q1	$1.57M	Sell	30,579 -100	-0.3%	-$5.17K	0.55%	49
2020 Q4	$1.6M	Sell	30,679 -1,386	-4%	-$71.4K	0.6%	47
2020 Q3	$1.64M	Buy	32,065 +413	+1%	+$21.3K	0.7%	44
2020 Q2	$1.61M	Sell	31,652 -1,907	-6%	-$94.8K	0.78%	40
2020 Q1	$1.65M	Sell	33,559 -35	-0.1%	-$1.75K	1.19%	25
2019 Q4	$1.69M	Buy	+33,594	New	+$1.69M	1.01%	37