MWM
Mattern Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
12,737
-168
| -1% | -$51.1K | 0.81% | 25 |
|
|
2025
Q1 | $3.55M | Hold |
12,905
| – | – | 0.78% | 27 |
|
|
2024
Q4 | $3.74M | Sell |
12,905
-31
| -0.2% | -$8.98K | 0.82% | 24 |
|
|
2024
Q3 | $3.66M | Sell |
12,936
-37
| -0.3% | -$10.5K | 0.81% | 23 |
|
|
2024
Q2 | $3.47M | Hold |
12,973
| – | – | 0.83% | 30 |
|
|
2024
Q1 | $3.37M | Buy |
12,973
+2,018
| +18% | +$524K | 0.82% | 33 |
|
|
2023
Q4 | $2.6M | Buy |
10,955
+718
| +7% | +$170K | 0.67% | 42 |
|
|
2023
Q3 | $2.17M | Hold |
10,237
| – | – | 0.64% | 46 |
|
|
2023
Q2 | $2.26M | Hold |
10,237
| – | – | 0.66% | 43 |
|
|
2023
Q1 | $2.09M | Hold |
10,237
| – | – | 0.69% | 44 |
|
|
2022
Q4 | $1.96M | Hold |
10,237
| – | – | 0.79% | 42 |
|
|
2022
Q3 | $1.84M | Hold |
10,237
| – | – | 0.74% | 39 |
|
|
2022
Q2 | $1.93M | Hold |
10,237
| – | – | 0.76% | 37 |
|
|
2022
Q1 | $2.33M | Sell |
10,237
-75
| -0.7% | -$17.1K | 0.76% | 38 |
|
|
2021
Q4 | $2.49M | Hold |
10,312
| – | – | 0.73% | 35 |
|
|
2021
Q3 | $2.29M | Hold |
10,312
| – | – | 0.77% | 35 |
|
|
2021
Q2 | $2.29M | Buy |
+10,312
| New | +$2.29M | 0.73% | 38 |
|