MWM
Mascoma Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-82
| Closed | -$20.6K | – | 502 |
|
|
2025
Q1 | $20.6K | Hold |
82
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $23K | Buy |
+82
| New | +$23K | 0.01% | 264 |
|
|
2023
Q2 | – | Sell |
-146
| Closed | -$31.2K | – | 673 |
|
|
2023
Q1 | $31.2K | Hold |
146
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $29.2K | Buy |
146
+1
| +0.7% | +$200 | 0.01% | 294 |
|
|
2022
Q3 | $28K | Hold |
145
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $29K | Hold |
145
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $36K | Hold |
145
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $41K | Hold |
145
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $41K | Buy |
+145
| New | +$41K | 0.02% | 227 |
|
|
2021
Q2 | – | Sell |
-145
| Closed | -$40K | – | 410 |
|
|
2021
Q1 | $40K | Buy |
+145
| New | +$40K | 0.02% | 235 |
|