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Mascoma Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Mascoma Wealth Management’s Portfolio VCLT Stock Details VCLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-624
Closed -$56K – 445
2017
Q1 		$56K Hold
624
– – 0.04% 134
2016
Q4 		$56K Buy
+624
New +$56.6K 0.04% 137

Other funds holding VCLT

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Mascoma Wealth Management's VCLT Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2017, closing a stake of 624 shares — an estimated $56K sold.

Mascoma Wealth Management first reported a position in VCLT in Q4 2016 and held it in 2 quarters. The position peaked at $56K in Q1 2017. 112 funds tracked by Wall St. Rank hold VCLT as of Q2 2017.

  • Mascoma Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 624 Vanguard Long-Term Corporate Bond ETF shares in Q2 2017, an estimated $56K.
  • Mascoma Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $56K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.