Mattern Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
2025
Q1
$500K Sell
2024
Q4
$542K Buy
2024
Q3
$319K Buy
2024
Q2
$302K Hold
2024
Q1
$290K Sell
2023
Q4
$280K Buy
2022
Q1
Sell
2021
Q4
$342K Buy