MWM
Mascoma Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
3,283
-8
| -0.2% | -$2.24K | 0.21% | 38 |
|
|
2025
Q1 | $851K | Sell |
3,291
-119
| -3% | -$30.8K | 0.21% | 39 |
|
|
2024
Q4 | $901K | Sell |
3,410
-61
| -2% | -$16.1K | 0.23% | 35 |
|
|
2024
Q3 | $916K | Buy |
3,471
+654
| +23% | +$173K | 0.23% | 35 |
|
|
2024
Q2 | $682K | Buy |
2,817
+181
| +7% | +$43.8K | 0.18% | 44 |
|
|
2024
Q1 | $659K | Buy |
2,636
+190
| +8% | +$47.5K | 0.19% | 42 |
|
|
2023
Q4 | $569K | Buy |
2,446
+250
| +11% | +$58.2K | 0.17% | 50 |
|
|
2023
Q3 | $457K | Buy |
2,196
+135
| +7% | +$28.1K | 0.14% | 60 |
|
|
2023
Q2 | $458K | Buy |
2,061
+683
| +50% | +$152K | 0.14% | 61 |
|
|
2023
Q1 | $288K | Buy |
1,378
+12
| +0.9% | +$2.51K | 0.08% | 93 |
|
|
2022
Q4 | $278K | Buy |
1,366
+2
| +0.1% | +$408 | 0.09% | 97 |
|
|
2022
Q3 | $256K | Buy |
1,364
+1
| +0.1% | +$188 | 0.09% | 99 |
|
|
2022
Q2 | $268K | Buy |
1,363
+1
| +0.1% | +$197 | 0.09% | 98 |
|
|
2022
Q1 | $324K | Buy |
1,362
+239
| +21% | +$56.9K | 0.1% | 91 |
|
|
2021
Q4 | $286K | Buy |
1,123
+177
| +19% | +$45.1K | 0.1% | 90 |
|
|
2021
Q3 | $224K | Hold |
946
| – | – | 0.09% | 99 |
|
|
2021
Q2 | $225K | Buy |
946
+103
| +12% | +$24.5K | 0.1% | 98 |
|
|
2021
Q1 | $187K | Buy |
+843
| New | +$187K | 0.08% | 105 |
|
|
2017
Q1 | – | Sell |
-6,820
| Closed | -$898K | – | 381 |
|
|
2016
Q4 | $898K | Buy |
+6,820
| New | +$898K | 0.66% | 25 |
|