Mascoma Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Sell |
|
|||||
|
2025
Q2 | $416K | Sell |
|
|||||
|
2025
Q1 | $434K | Buy |
|
|||||
|
2024
Q4 | $440K | Hold |
|
|||||
|
2024
Q3 | $434K | Sell |
|
|||||
|
2024
Q2 | $493K | Buy |
|
|||||
|
2024
Q1 | $480K | Buy |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $269K | Hold |
|
|||||
|
2023
Q2 | $290K | Sell |
|
|||||
|
2023
Q1 | $432K | Sell |
|
|||||
|
2022
Q4 | $716K | Sell |
|
|||||
|
2022
Q3 | $2.46M | Sell |
|
|||||
|
2022
Q2 | $2.59M | Sell |
|
|||||
|
2022
Q1 | $3.34M | Sell |
|
|||||
|
2021
Q4 | $3.9M | Sell |
|
|||||
|
2021
Q3 | $3.98M | Buy |
|
|||||
|
2021
Q2 | $4.06M | Sell |
|
|||||
|
2021
Q1 | $4M | Sell |
|
|||||
|
2020
Q4 | $5.23M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $4K | Hold |
|
|||||
|
2019
Q1 | $4K | Hold |
|
|||||
|
2018
Q4 | $3K | Hold |
|
|||||
|
2018
Q3 | $4K | Hold |
|
|||||
|
2018
Q2 | $4K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $891K | Buy |
|