MWM
Mattern Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,810
| Closed | -$454K | – | 177 |
|
|
2021
Q3 | $454K | Hold |
4,810
| – | – | 0.15% | 113 |
|
|
2021
Q2 | $459K | Sell |
4,810
-184
| -4% | -$17.6K | 0.15% | 119 |
|
|
2021
Q1 | $465K | Sell |
4,994
-466
| -9% | -$43.4K | 0.16% | 111 |
|
|
2020
Q4 | $530K | Sell |
5,460
-980
| -15% | -$95.1K | 0.2% | 102 |
|
|
2020
Q3 | $617K | Buy |
6,440
+590
| +10% | +$56.5K | 0.26% | 84 |
|
|
2020
Q2 | $557K | Sell |
5,850
-2,926
| -33% | -$279K | 0.27% | 87 |
|
|
2020
Q1 | $764K | Sell |
8,776
-8,596
| -49% | -$748K | 0.55% | 60 |
|
|
2019
Q4 | $1.59M | Buy |
+17,372
| New | +$1.59M | 0.95% | 40 |
|