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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.12M | Sell |
8,941
-1,106
| -11% | -$254K | 0.39% | 31 |
|
|
2026
Q1 | $2.16M | Sell |
10,047
-30,297
| -75% | -$6.75M | 0.45% | 28 |
|
|
2025
Q4 | $8.87M | Buy |
40,344
+1,199
| +3% | +$262K | 1.9% | 13 |
|
|
2025
Q3 | $8.45M | Buy |
39,145
+609
| +2% | +$128K | 1.86% | 14 |
|
|
2025
Q2 | $7.89M | Buy |
38,536
+1,223
| +3% | +$237K | 1.83% | 14 |
|
|
2025
Q1 | $7.24M | Sell |
37,313
-15,891
| -30% | -$3.16M | 1.8% | 15 |
|
|
2024
Q4 | $10.4M | Sell |
53,204
-1,263
| -2% | -$252K | 2.62% | 11 |
|
|
2024
Q3 | $10.8M | Buy |
54,467
+44,071
| +424% | +$8.39M | 2.69% | 11 |
|
|
2024
Q2 | $1.9M | Sell |
10,396
-480
| -4% | -$86.4K | 0.5% | 24 |
|
|
2024
Q1 | $1.99M | Sell |
10,876
-4,841
| -31% | -$850K | 0.57% | 23 |
|
|
2023
Q4 | $2.68M | Sell |
15,717
-1,167
| -7% | -$188K | 0.8% | 20 |
|
|
2023
Q3 | $2.62M | Sell |
16,884
-56
| -0.3% | -$9.08K | 0.82% | 21 |
|
|
2023
Q2 | $2.77M | Sell |
16,940
-4,138
| -20% | -$648K | 0.85% | 21 |
|
|
2023
Q1 | $3.32M | Sell |
21,078
-4,567
| -18% | -$700K | 0.97% | 21 |
|
|
2022
Q4 | $3.89M | Buy |
25,645
+7,098
| +38% | +$1.06M | 1.24% | 20 |
|
|
2022
Q3 | $2.51M | Buy |
18,547
+3,223
| +21% | +$480K | 0.87% | 26 |
|
|
2022
Q2 | $2.2M | Sell |
15,324
-2,088
| -12% | -$318K | 0.75% | 31 |
|
|
2022
Q1 | $2.82M | Buy |
17,412
+2,271
| +15% | +$366K | 0.9% | 26 |
|
|
2021
Q4 | $2.6M | Sell |
15,141
-252
| -2% | -$41.5K | 0.9% | 26 |
|
|
2021
Q3 | $2.36M | Buy |
15,393
+2,623
| +21% | +$418K | 0.92% | 23 |
|
|
2021
Q2 | $1.98M | Buy |
12,770
+440
| +4% | +$67.5K | 0.85% | 26 |
|
|
2021
Q1 | $1.81M | Sell |
12,330
-30,142
| -71% | -$4.29M | 0.78% | 27 |
|
|
2020
Q4 | $6M | Buy |
+42,472
| New | +$5.76M | 3% | 8 |
|
|
2019
Q3 | $4.95M | Buy |
41,361
+33,825
| +449% | +$3.99M | 3.12% | 7 |
|
|
2019
Q2 | $868K | Sell |
7,536
-2,794
| -27% | -$313K | 0.54% | 31 |
|
|
2019
Q1 | $1.13M | Sell |
10,330
-680
| -6% | -$71.7K | 0.76% | 19 |
|
|
2018
Q4 | $1.08M | Sell |
11,010
-53,138
| -83% | -$5.54M | 0.82% | 21 |
|
|
2018
Q3 | $7.1M | Buy |
64,148
+18,875
| +42% | +$2.03M | 4.69% | 7 |
|
|
2018
Q2 | $4.6M | Buy |
45,273
+36,053
| +391% | +$3.67M | 3.24% | 8 |
|
|
2018
Q1 | $932K | Buy |
9,220
+6,570
| +248% | +$681K | 0.61% | 26 |
|
|
2017
Q4 | $278K | Sell |
2,650
-292
| -10% | -$28.8K | 0.17% | 57 |
|
|
2017
Q3 | $279K | Hold |
2,942
| – | – | 0.19% | 56 |
|
|
2017
Q2 | $273K | Sell |
2,942
-2,250
| -43% | -$206K | 0.18% | 56 |
|
|
2017
Q1 | $467K | Buy |
5,192
+542
| +12% | +$48K | 0.33% | 32 |
|
|
2016
Q4 | $396K | Buy |
+4,650
| New | +$391K | 0.29% | 37 |
|
Other funds holding VIG
HWM
Mascoma Wealth Management's VIG Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $254K and leaving 8,941 shares worth $2.12M. The position accounts for 0.39% of the portfolio, ranked #31.
Mascoma Wealth Management first reported a position in VIG in Q4 2016 and has held it in 35 quarters since. The position peaked at $10.8M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Mascoma Wealth Management held 8,941 shares of Vanguard Dividend Appreciation ETF worth $2.12M as of Q2 2026.
- Mascoma Wealth Management sold 1,106 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $254K.
- Vanguard Dividend Appreciation ETF made up 0.39% of Mascoma Wealth Management's portfolio in Q2 2026, its #31 holding.
- Mascoma Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $10.8M in Q3 2024.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.