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MWM
Mascoma Wealth Management’s
Vanguard Financials ETF
VFH
Stock Holding History
Mascoma Wealth Management’s Portfolio
VFH Stock Details
VFH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-84
Closed
-$8.39K
–
498
2024
Q2
$8.39K
Hold
84
–
–
﹤0.01%
352
2024
Q1
$8.6K
Hold
84
–
–
﹤0.01%
332
2023
Q4
$7.75K
Hold
84
–
–
﹤0.01%
341
2023
Q3
$6.75K
Hold
84
–
–
﹤0.01%
362
2023
Q2
$7.16K
Hold
84
–
–
﹤0.01%
350
2023
Q1
$6.68K
Hold
84
–
–
﹤0.01%
448
2022
Q4
$6.95K
Hold
84
–
–
﹤0.01%
447
2022
Q3
$6K
Hold
84
–
–
﹤0.01%
462
2022
Q2
$6K
Hold
84
–
–
﹤0.01%
486
2022
Q1
$8K
Hold
84
–
–
﹤0.01%
473
2021
Q4
$8K
Buy
+84
New
+$8.19K
﹤0.01%
424
2017
Q4
–
Sell
-530
Closed
-$35K
–
420
2017
Q3
$35K
Hold
530
–
–
0.02%
175
2017
Q2
$33K
Hold
530
–
–
0.02%
189
2017
Q1
$32K
Hold
530
–
–
0.02%
180
2016
Q4
$31K
Buy
+530
New
+$28.9K
0.02%
177
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
BCMIO
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Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
PCH
PGIM Custom Harvest
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$6.4B AUM
18.53%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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