MWM
Mascoma Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,756
-200
| -10% | -$47.4K | 0.1% | 59 |
|
|
2025
Q1 | $434K | Buy |
1,956
+127
| +7% | +$28.2K | 0.11% | 61 |
|
|
2024
Q4 | $440K | Hold |
1,829
| – | – | 0.11% | 59 |
|
|
2024
Q3 | $434K | Sell |
1,829
-433
| -19% | -$103K | 0.11% | 62 |
|
|
2024
Q2 | $493K | Buy |
2,262
+160
| +8% | +$34.9K | 0.13% | 55 |
|
|
2024
Q1 | $480K | Buy |
2,102
+100
| +5% | +$22.9K | 0.14% | 59 |
|
|
2023
Q4 | $427K | Buy |
2,002
+577
| +40% | +$123K | 0.13% | 61 |
|
|
2023
Q3 | $269K | Hold |
1,425
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $290K | Sell |
1,425
-880
| -38% | -$179K | 0.09% | 78 |
|
|
2023
Q1 | $432K | Sell |
2,305
-1,598
| -41% | -$299K | 0.13% | 77 |
|
|
2022
Q4 | $716K | Sell |
3,903
-10,514
| -73% | -$1.93M | 0.23% | 53 |
|
|
2022
Q3 | $2.46M | Sell |
14,417
-311
| -2% | -$53.2K | 0.85% | 28 |
|
|
2022
Q2 | $2.59M | Sell |
14,728
-997
| -6% | -$176K | 0.89% | 28 |
|
|
2022
Q1 | $3.34M | Sell |
15,725
-1,555
| -9% | -$330K | 1.06% | 21 |
|
|
2021
Q4 | $3.91M | Sell |
17,280
-919
| -5% | -$208K | 1.35% | 17 |
|
|
2021
Q3 | $3.98M | Buy |
18,199
+175
| +1% | +$38.3K | 1.54% | 14 |
|
|
2021
Q2 | $4.06M | Sell |
18,024
-684
| -4% | -$154K | 1.74% | 15 |
|
|
2021
Q1 | $4.01M | Sell |
18,708
-8,164
| -30% | -$1.75M | 1.72% | 15 |
|
|
2020
Q4 | $5.23M | Buy |
+26,872
| New | +$5.23M | 2.62% | 10 |
|
|
2019
Q3 | – | Sell |
-25
| Closed | -$4K | – | 323 |
|
|
2019
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 312 |
|
|
2019
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 318 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 330 |
|
|
2018
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 341 |
|
|
2018
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 334 |
|
|
2017
Q1 | – | Sell |
-6,910
| Closed | -$891K | – | 379 |
|
|
2016
Q4 | $891K | Buy |
+6,910
| New | +$891K | 0.66% | 26 |
|