Mascoma Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$1.19K	–	538
2024 Q4	$1.19K	Buy	+6	New	+$1.23K	﹤0.01%	490
2024 Q2	–	Sell	-40	Closed	-$7.67K	–	500
2024 Q1	$7.67K	Hold	40	–	–	﹤0.01%	340
2023 Q4	$7.2K	Hold	40	–	–	﹤0.01%	354
2023 Q3	$6.38K	Hold	40	–	–	﹤0.01%	369
2023 Q2	$6.89K	Sell	40 -201	-83%	-$31.6K	﹤0.01%	356
2023 Q1	$37.9K	Buy	241 +1	+0.4%	+$166	0.01%	263
2022 Q4	$38.1K	Buy	240 +41	+21%	+$6.53K	0.01%	265
2022 Q3	$28K	Buy	199 +1	+0.5%	+$159	0.01%	300
2022 Q2	$30K	Buy	198 +1	+0.5%	+$164	0.01%	302
2022 Q1	$35K	Sell	197 -67	-25%	-$11.6K	0.01%	312
2021 Q4	$47K	Buy	264 +68	+35%	+$12.1K	0.02%	230
2021 Q3	$33K	Buy	+196	New	+$33.6K	0.01%	245
2021 Q2	–	Sell	-196	Closed	-$32K	–	411
2021 Q1	$32K	Buy	+196	New	+$30.9K	0.01%	255

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mascoma Wealth Management's VBR Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 6 shares — an estimated $1.19K sold.

Mascoma Wealth Management first reported a position in VBR in Q1 2021 and held it in 13 quarters. The position peaked at $47K in Q4 2021. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

Mascoma Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 6 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $1.19K.
Mascoma Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 13 quarters.
Mascoma Wealth Management's Vanguard Small-Cap Value ETF position peaked at $47K in Q4 2021.
1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.