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Mascoma Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Mascoma Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-105
Closed -$7.83K – 455
2023
Q4 		$7.83K Buy
+105
New +$7.2K ﹤0.01% 340

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Ameriprise
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Goldman Sachs
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Mascoma Wealth Management's BLV Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2024, closing a stake of 105 shares — an estimated $7.83K sold.

Mascoma Wealth Management first reported a position in BLV in Q4 2023 and held it in 1 quarter. The position peaked at $7.83K in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q1 2024.

  • Mascoma Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 105 Vanguard Long-Term Bond ETF shares in Q1 2024, an estimated $7.83K.
  • Mascoma Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Mascoma Wealth Management's Vanguard Long-Term Bond ETF position peaked at $7.83K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.