MWM
Mascoma Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Sell |
522,972
-2,743
| -0.5% | -$156K | 6.92% | 4 |
|
|
2025
Q1 | $26.7M | Sell |
525,715
-118,334
| -18% | -$6.01M | 6.66% | 4 |
|
|
2024
Q4 | $30.8M | Buy |
644,049
+46,003
| +8% | +$2.2M | 7.74% | 3 |
|
|
2024
Q3 | $31.6M | Buy |
598,046
+17,114
| +3% | +$904K | 7.86% | 3 |
|
|
2024
Q2 | $28.7M | Buy |
580,932
+20,286
| +4% | +$1M | 7.62% | 3 |
|
|
2024
Q1 | $28.1M | Sell |
560,646
-25,329
| -4% | -$1.27M | 8% | 3 |
|
|
2023
Q4 | $28.1M | Buy |
585,975
+20,905
| +4% | +$1M | 8.43% | 3 |
|
|
2023
Q3 | $24.7M | Buy |
565,070
+32,243
| +6% | +$1.41M | 7.72% | 4 |
|
|
2023
Q2 | $24.6M | Buy |
532,827
+40,444
| +8% | +$1.87M | 7.54% | 4 |
|
|
2023
Q1 | $22.8M | Buy |
492,383
+172,451
| +54% | +$7.99M | 6.68% | 3 |
|
|
2022
Q4 | $13.4M | Sell |
319,932
-326
| -0.1% | -$13.7K | 4.26% | 6 |
|
|
2022
Q3 | $11.6M | Buy |
320,258
+8,231
| +3% | +$299K | 4.03% | 5 |
|
|
2022
Q2 | $12.7M | Sell |
312,027
-2,358
| -0.8% | -$96.2K | 4.35% | 5 |
|
|
2022
Q1 | $15.1M | Buy |
314,385
+24,900
| +9% | +$1.2M | 4.81% | 4 |
|
|
2021
Q4 | $14.8M | Buy |
289,485
+28,125
| +11% | +$1.44M | 5.11% | 4 |
|
|
2021
Q3 | $13.2M | Buy |
261,360
+8,031
| +3% | +$405K | 5.12% | 5 |
|
|
2021
Q2 | $13.1M | Buy |
253,329
+14,445
| +6% | +$744K | 5.58% | 5 |
|
|
2021
Q1 | $11.7M | Buy |
238,884
+160,749
| +206% | +$7.89M | 5.05% | 5 |
|
|
2020
Q4 | $3.69M | Buy |
+78,135
| New | +$3.69M | 1.85% | 17 |
|
|
2019
Q1 | – | Sell |
-740
| Closed | -$27K | – | 423 |
|
|
2018
Q4 | $27K | Buy |
+740
| New | +$27K | 0.02% | 186 |
|