MWM
Mascoma Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-745
| Closed | -$40K | – | 395 |
|
|
2018
Q4 | $40K | Hold |
745
| – | – | 0.03% | 155 |
|
|
2018
Q3 | $41K | Hold |
745
| – | – | 0.03% | 170 |
|
|
2018
Q2 | $41K | Hold |
745
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $41K | Buy |
+745
| New | +$41K | 0.03% | 162 |
|
|
2017
Q3 | – | Sell |
-14,698
| Closed | -$799K | – | 399 |
|
|
2017
Q2 | $799K | Sell |
14,698
-13,257
| -47% | -$721K | 0.54% | 28 |
|
|
2017
Q1 | $1.51M | Buy |
27,955
+1,924
| +7% | +$104K | 1.08% | 19 |
|
|
2016
Q4 | $1.41M | Buy |
+26,031
| New | +$1.41M | 1.04% | 18 |
|