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Mascoma Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Mascoma Wealth Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-206
Closed -$23K – 418
2017
Q1 		$23K Hold
206
– – 0.02% 203
2016
Q4 		$23K Buy
+206
New +$24.6K 0.02% 200

Other funds holding EDV

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's EDV Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2017, closing a stake of 206 shares — an estimated $23K sold.

Mascoma Wealth Management first reported a position in EDV in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 51 funds tracked by Wall St. Rank hold EDV as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 206 Vanguard World Funds Extended Duration ETF shares in Q2 2017, an estimated $23K.
  • Mascoma Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $23K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.