Mascoma Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-97	Closed	-$12.4K	–	497
2024 Q2	$12.4K	Hold	97	–	–	﹤0.01%	316
2024 Q1	$12.8K	Hold	97	–	–	﹤0.01%	295
2023 Q4	$11.4K	Hold	97	–	–	﹤0.01%	313
2023 Q3	$12.3K	Hold	97	–	–	﹤0.01%	306
2023 Q2	$11.9K	Sell	97 -290	-75%	-$32.7K	﹤0.01%	309
2023 Q1	$45.2K	Buy	387 +3	+0.8%	+$356	0.01%	247
2022 Q4	$46.6K	Buy	384 +287	+296%	+$34.9K	0.01%	239
2022 Q3	$10K	Hold	97	–	–	﹤0.01%	408
2022 Q2	$10K	Hold	97	–	–	﹤0.01%	422
2022 Q1	$10K	Hold	97	–	–	﹤0.01%	444
2021 Q4	$8K	Buy	+97	New	+$7.72K	﹤0.01%	423
2017 Q4	–	Sell	-2,000	Closed	-$187K	–	419
2017 Q3	$187K	Sell	2,000 -275	-12%	-$24.4K	0.12%	78
2017 Q2	$201K	Sell	2,275 -275	-11%	-$25.4K	0.14%	75
2017 Q1	$247K	Hold	2,550	–	–	0.18%	49
2016 Q4	$267K	Buy	+2,550	New	+$255K	0.2%	48

Other funds holding VDE

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

BCMIO

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 97 shares — an estimated $12.4K sold.

Mascoma Wealth Management first reported a position in VDE in Q4 2016 and held it in 15 quarters. The position peaked at $267K in Q4 2016. 624 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 97 Vanguard Energy ETF shares in Q3 2024, an estimated $12.4K.
Mascoma Wealth Management first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 15 quarters.
Mascoma Wealth Management's Vanguard Energy ETF position peaked at $267K in Q4 2016.
624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

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