MWM
Mascoma Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4K | Hold |
839
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $50.9K | Hold |
839
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $48.2K | Buy |
839
+448
| +115% | +$25.7K | 0.01% | 200 |
|
|
2024
Q3 | $24.6K | Hold |
391
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $22.9K | Hold |
391
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $22.9K | Hold |
391
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $22K | Hold |
391
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $20.3K | Hold |
391
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $21.4K | Sell |
391
-123
| -24% | -$6.72K | 0.01% | 265 |
|
|
2023
Q1 | $28K | Hold |
514
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $25.8K | Hold |
514
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $23K | Hold |
514
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $26K | Hold |
514
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $30K | Hold |
514
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $31K | Hold |
514
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $31K | Buy |
+514
| New | +$31K | 0.01% | 249 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$9K | – | 424 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2018
Q3 | $10K | Sell |
200
-100
| -33% | -$5K | 0.01% | 286 |
|
|
2018
Q2 | $16K | Buy |
300
+100
| +50% | +$5.33K | 0.01% | 242 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2017
Q4 | $11K | Buy |
200
+170
| +567% | +$9.35K | 0.01% | 257 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 369 |
|
|
2017
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 377 |
|
|
2017
Q1 | – | Sell |
-155
| Closed | -$7K | – | 380 |
|
|
2016
Q4 | $7K | Buy |
+155
| New | +$7K | 0.01% | 286 |
|