MWM
Mattern Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
1,027
+54
| +6% | +$30.7K | 0.12% | 84 |
|
|
2025
Q1 | $500K | Sell |
973
-33
| -3% | -$17K | 0.11% | 97 |
|
|
2024
Q4 | $542K | Buy |
1,006
+402
| +67% | +$217K | 0.12% | 95 |
|
|
2024
Q3 | $319K | Buy |
604
+1
| +0.2% | +$528 | 0.07% | 136 |
|
|
2024
Q2 | $302K | Hold |
603
| – | – | 0.07% | 139 |
|
|
2024
Q1 | $290K | Sell |
603
-38
| -6% | -$18.3K | 0.07% | 142 |
|
|
2023
Q4 | $280K | Buy |
+641
| New | +$280K | 0.07% | 143 |
|
|
2022
Q1 | – | Sell |
-783
| Closed | -$342K | – | 181 |
|
|
2021
Q4 | $342K | Buy |
+783
| New | +$342K | 0.1% | 128 |
|