Mascoma Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Mascoma Wealth Management’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-225	Closed	-$18.3K	–	499
2024 Q2	$18.3K	Hold	225	–	–	﹤0.01%	279
2024 Q1	$18.3K	Hold	225	–	–	0.01%	267
2023 Q4	$17.9K	Hold	225	–	–	0.01%	278
2023 Q3	$16K	Hold	225	–	–	0.01%	291
2023 Q2	$16.9K	Hold	225	–	–	0.01%	283
2023 Q1	$17.1K	Hold	225	–	–	0.01%	355
2022 Q4	$15.7K	Buy	+225	New	+$15.2K	0.01%	361

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2024, closing a stake of 225 shares — an estimated $18.3K sold.

Mascoma Wealth Management first reported a position in VIGI in Q4 2022 and held it in 7 quarters. The position peaked at $18.3K in Q1 2024. 464 funds tracked by Wall St. Rank hold VIGI as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 225 Vanguard International Dividend Appreciation ETF shares in Q3 2024, an estimated $18.3K.
Mascoma Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 7 quarters.
Mascoma Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $18.3K in Q1 2024.
464 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2024.

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