Mascoma Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.45M | Buy |
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|
2025
Q2 | $7.89M | Buy |
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|
2025
Q1 | $7.24M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.77M | Sell |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.89M | Buy |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $6M | Buy |
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|
2019
Q3 | $4.95M | Buy |
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|
2019
Q2 | $868K | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $7.1M | Buy |
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|
2018
Q2 | $4.6M | Buy |
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|
2018
Q1 | $932K | Buy |
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|
2017
Q4 | $278K | Sell |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $467K | Buy |
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|
2016
Q4 | $396K | Buy |
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