Mascoma Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Mascoma Wealth Management’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40	Closed	-$7.71K	–	495
2024 Q2	$7.71K	Hold	40	–	–	﹤0.01%	358
2024 Q1	$8.18K	Hold	40	–	–	﹤0.01%	335
2023 Q4	$7.6K	Hold	40	–	–	﹤0.01%	344
2023 Q3	$6.9K	Hold	40	–	–	﹤0.01%	357
2023 Q2	$7.33K	Hold	40	–	–	﹤0.01%	347
2023 Q1	$7.05K	Hold	40	–	–	﹤0.01%	441
2022 Q4	$6.81K	Hold	40	–	–	﹤0.01%	449
2022 Q3	$6K	Sell	40 -6	-13%	-$990	﹤0.01%	461
2022 Q2	$7K	Buy	46 +6	+15%	+$1.1K	﹤0.01%	470
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	472
2021 Q4	$8K	Buy	+40	New	+$7.53K	﹤0.01%	422

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mascoma Wealth Management's VAW Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Vanguard Materials ETF (VAW) in Q3 2024, closing a stake of 40 shares — an estimated $7.71K sold.

Mascoma Wealth Management first reported a position in VAW in Q4 2021 and held it in 11 quarters. The position peaked at $8.18K in Q1 2024. 377 funds tracked by Wall St. Rank hold VAW as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard Materials ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 40 Vanguard Materials ETF shares in Q3 2024, an estimated $7.71K.
Mascoma Wealth Management first reported a position in Vanguard Materials ETF in Q4 2021 and held it in 11 quarters.
Mascoma Wealth Management's Vanguard Materials ETF position peaked at $8.18K in Q1 2024.
377 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.