MWM
Mascoma Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
1,325
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $105K | Sell |
1,325
-5,450
| -80% | -$430K | 0.03% | 128 |
|
|
2024
Q4 | $529K | Buy |
6,775
+7
| +0.1% | +$546 | 0.13% | 51 |
|
|
2024
Q3 | $537K | Sell |
6,768
-442
| -6% | -$35.1K | 0.13% | 51 |
|
|
2024
Q2 | $557K | Buy |
7,210
+4
| +0.1% | +$309 | 0.15% | 49 |
|
|
2024
Q1 | $557K | Sell |
7,206
-1,257
| -15% | -$97.2K | 0.16% | 47 |
|
|
2023
Q4 | $655K | Sell |
8,463
-3,501
| -29% | -$271K | 0.2% | 46 |
|
|
2023
Q3 | $899K | Buy |
11,964
+1
| +0% | +$75 | 0.28% | 41 |
|
|
2023
Q2 | $907K | Sell |
11,963
-50
| -0.4% | -$3.79K | 0.28% | 43 |
|
|
2023
Q1 | $918K | Buy |
12,013
+410
| +4% | +$31.3K | 0.27% | 47 |
|
|
2022
Q4 | $872K | Buy |
11,603
+2,181
| +23% | +$164K | 0.28% | 51 |
|
|
2022
Q3 | $700K | Sell |
9,422
-118
| -1% | -$8.77K | 0.24% | 56 |
|
|
2022
Q2 | $728K | Buy |
9,540
+501
| +6% | +$38.2K | 0.25% | 55 |
|
|
2022
Q1 | $706K | Buy |
9,039
+8,500
| +1,577% | +$664K | 0.22% | 60 |
|
|
2021
Q4 | $44K | Buy |
539
+487
| +937% | +$39.8K | 0.02% | 237 |
|
|
2021
Q3 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 401 |
|
|
2021
Q2 | – | Sell |
-52
| Closed | -$4K | – | 413 |
|
|
2021
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 398 |
|
|
2019
Q3 | – | Sell |
-52
| Closed | -$4K | – | 325 |
|
|
2019
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 313 |
|
|
2019
Q1 | $4K | Sell |
52
-299
| -85% | -$23K | ﹤0.01% | 319 |
|
|
2018
Q4 | $27K | Sell |
351
-617
| -64% | -$47.5K | 0.02% | 185 |
|
|
2018
Q3 | $76K | Sell |
968
-97
| -9% | -$7.62K | 0.05% | 138 |
|
|
2018
Q2 | $83K | Sell |
1,065
-9,603
| -90% | -$748K | 0.06% | 124 |
|
|
2018
Q1 | $837K | Sell |
10,668
-61,160
| -85% | -$4.8M | 0.55% | 30 |
|
|
2017
Q4 | $5.66M | Buy |
71,828
+31,652
| +79% | +$2.49M | 3.49% | 8 |
|
|
2017
Q3 | $3.22M | Buy |
40,176
+6,466
| +19% | +$518K | 2.15% | 14 |
|
|
2017
Q2 | $2.7M | Buy |
33,710
+31,750
| +1,620% | +$2.54M | 1.82% | 14 |
|
|
2017
Q1 | $156K | Hold |
1,960
| – | – | 0.11% | 78 |
|
|
2016
Q4 | $156K | Buy |
+1,960
| New | +$156K | 0.11% | 79 |
|