MWM
Mascoma Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Hold |
234
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $61.9K | Hold |
234
| – | – | 0.02% | 173 |
|
|
2024
Q4 | $59.4K | Buy |
234
+65
| +38% | +$16.5K | 0.01% | 183 |
|
|
2024
Q3 | $47.7K | Sell |
169
-25
| -13% | -$7.06K | 0.01% | 194 |
|
|
2024
Q2 | $51.6K | Hold |
194
| – | – | 0.01% | 188 |
|
|
2024
Q1 | $52.5K | Sell |
194
-81
| -29% | -$21.9K | 0.01% | 179 |
|
|
2023
Q4 | $68.9K | Hold |
275
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $64.7K | Hold |
275
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $68K | Sell |
275
-114
| -29% | -$28.2K | 0.02% | 163 |
|
|
2023
Q1 | $95.7K | Hold |
389
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $96.5K | Hold |
389
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $87K | Hold |
389
| – | – | 0.03% | 177 |
|
|
2022
Q2 | $92K | Sell |
389
-499
| -56% | -$118K | 0.03% | 176 |
|
|
2022
Q1 | $226K | Hold |
888
| – | – | 0.07% | 114 |
|
|
2021
Q4 | $237K | Buy |
888
+75
| +9% | +$20K | 0.08% | 97 |
|
|
2021
Q3 | $201K | Buy |
+813
| New | +$201K | 0.08% | 102 |
|
|
2021
Q2 | – | Sell |
-693
| Closed | -$159K | – | 416 |
|
|
2021
Q1 | $159K | Buy |
+693
| New | +$159K | 0.07% | 120 |
|
|
2019
Q3 | – | Sell |
-928
| Closed | -$161K | – | 328 |
|
|
2019
Q2 | $161K | Hold |
928
| – | – | 0.1% | 86 |
|
|
2019
Q1 | $160K | Hold |
928
| – | – | 0.11% | 78 |
|
|
2018
Q4 | $149K | Buy |
928
+140
| +18% | +$22.5K | 0.11% | 75 |
|
|
2018
Q3 | $142K | Buy |
788
+260
| +49% | +$46.9K | 0.09% | 95 |
|
|
2018
Q2 | $84K | Hold |
528
| – | – | 0.06% | 123 |
|
|
2018
Q1 | $81K | Hold |
528
| – | – | 0.05% | 121 |
|
|
2017
Q4 | $86K | Sell |
528
-400
| -43% | -$65.2K | 0.05% | 120 |
|
|
2017
Q3 | $141K | Hold |
928
| – | – | 0.09% | 93 |
|
|
2017
Q2 | $137K | Sell |
928
-420
| -31% | -$62K | 0.09% | 94 |
|
|
2017
Q1 | $186K | Hold |
1,348
| – | – | 0.13% | 66 |
|
|
2016
Q4 | $171K | Buy |
+1,348
| New | +$171K | 0.13% | 70 |
|