Mascoma Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$7.18K	–	496
2024 Q2	$7.18K	Hold	23	–	–	﹤0.01%	368
2024 Q1	$7.31K	Hold	23	–	–	﹤0.01%	345
2023 Q4	$7K	Hold	23	–	–	﹤0.01%	358
2023 Q3	$6.2K	Hold	23	–	–	﹤0.01%	371
2023 Q2	$6.67K	Hold	23	–	–	﹤0.01%	360
2023 Q1	$5.76K	Hold	23	–	–	﹤0.01%	464
2022 Q4	$5.04K	Hold	23	–	–	﹤0.01%	490
2022 Q3	$5K	Sell	23 -7	-23%	-$1.81K	﹤0.01%	488
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	471
2022 Q1	$9K	Hold	30	–	–	﹤0.01%	459
2021 Q4	$10K	Buy	30 +17	+131%	+$5.71K	﹤0.01%	409
2021 Q3	$4K	Buy	+13	New	+$4.13K	﹤0.01%	400
2021 Q2	–	Sell	-6	Closed	-$2K	–	412
2021 Q1	$2K	Buy	+6	New	+$1.74K	﹤0.01%	419

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's VCR Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2024, closing a stake of 23 shares — an estimated $7.18K sold.

Mascoma Wealth Management first reported a position in VCR in Q1 2021 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 486 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 23 Vanguard Consumer Discretionary ETF shares in Q3 2024, an estimated $7.18K.
Mascoma Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and held it in 13 quarters.
Mascoma Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $10K in Q4 2021.
486 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.