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

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

Other funds holding VFH

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

BCMIO

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

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

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

PCH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Mascoma Wealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 84 shares — an estimated $8.39K sold.

Mascoma Wealth Management first reported a position in VFH in Q4 2016 and held it in 15 quarters. The position peaked at $35K in Q3 2017. 633 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 84 Vanguard Financials ETF shares in Q3 2024, an estimated $8.39K.
Mascoma Wealth Management first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 15 quarters.
Mascoma Wealth Management's Vanguard Financials ETF position peaked at $35K in Q3 2017.
633 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

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