Mascoma Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-29	Closed	-$5.92K	–	501
2024 Q1	$5.92K	Hold	29	–	–	﹤0.01%	369
2023 Q4	$5.54K	Hold	29	–	–	﹤0.01%	380
2023 Q3	$5.3K	Hold	29	–	–	﹤0.01%	387
2023 Q2	$5.7K	Hold	29	–	–	﹤0.01%	376
2023 Q1	$5.82K	Hold	29	–	–	﹤0.01%	463
2022 Q4	$5.56K	Hold	29	–	–	﹤0.01%	479
2022 Q3	$5K	Sell	29 -7	-19%	-$1.32K	﹤0.01%	489
2022 Q2	$7K	Buy	36 +7	+24%	+$1.35K	﹤0.01%	472
2022 Q1	$6K	Hold	29	–	–	﹤0.01%	497
2021 Q4	$6K	Buy	+29	New	+$5.46K	﹤0.01%	446

Other funds holding VDC

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

BCMIO

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

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

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

PCH

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

Mascoma Wealth Management's VDC Position: Q2 2024 in Review

Mascoma Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2024, closing a stake of 29 shares — an estimated $5.92K sold.

Mascoma Wealth Management first reported a position in VDC in Q4 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 583 funds tracked by Wall St. Rank hold VDC as of Q2 2024.

Mascoma Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 29 Vanguard Consumer Staples ETF shares in Q2 2024, an estimated $5.92K.
Mascoma Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 10 quarters.
Mascoma Wealth Management's Vanguard Consumer Staples ETF position peaked at $7K in Q2 2022.
583 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.