MWM
Mascoma Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Hold |
397
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $32.5K | Hold |
397
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $31.9K | Hold |
397
| – | – | 0.01% | 238 |
|
|
2024
Q3 | $33.2K | Hold |
397
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $31.7K | Hold |
397
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $32K | Hold |
397
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $32.3K | Hold |
397
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $30.2K | Hold |
397
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $31.1K | Sell |
397
-296
| -43% | -$23.2K | 0.01% | 225 |
|
|
2023
Q1 | $55.8K | Hold |
693
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $53.7K | Hold |
693
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $52K | Hold |
693
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $55K | Sell |
693
-100
| -13% | -$7.94K | 0.02% | 231 |
|
|
2022
Q1 | $68K | Sell |
793
-2,200
| -74% | -$189K | 0.02% | 226 |
|
|
2021
Q4 | $278K | Sell |
2,993
-1,000
| -25% | -$92.9K | 0.1% | 92 |
|
|
2021
Q3 | $377K | Sell |
3,993
-27
| -0.7% | -$2.55K | 0.15% | 73 |
|
|
2021
Q2 | $382K | Buy |
4,020
+300
| +8% | +$28.5K | 0.16% | 72 |
|
|
2021
Q1 | $346K | Sell |
3,720
-2,020
| -35% | -$188K | 0.15% | 77 |
|
|
2020
Q4 | $558K | Buy |
+5,740
| New | +$558K | 0.28% | 47 |
|
|
2019
Q3 | – | Sell |
-906
| Closed | -$81K | – | 324 |
|
|
2019
Q2 | $81K | Buy |
906
+397
| +78% | +$35.5K | 0.05% | 127 |
|
|
2019
Q1 | $44K | Buy |
509
+27
| +6% | +$2.33K | 0.03% | 161 |
|
|
2018
Q4 | $40K | Hold |
482
| – | – | 0.03% | 156 |
|
|
2018
Q3 | $40K | Hold |
482
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $40K | Hold |
482
| – | – | 0.03% | 169 |
|
|
2018
Q1 | $41K | Buy |
+482
| New | +$41K | 0.03% | 163 |
|