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MWM
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
–
497
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
PCH
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1-Year Est. Return
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$162B AUM
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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