MWM
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Mascoma Wealth Management’s Vodafone VOD Stock Holding History

Mascoma Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-90
Closed -$1K – 327
2019
Q2 		$1K Hold
90
– – ﹤0.01% 368
2019
Q1 		$2K Hold
90
– – ﹤0.01% 361
2018
Q4 		$2K Hold
90
– – ﹤0.01% 351
2018
Q3 		$2K Hold
90
– – ﹤0.01% 371
2018
Q2 		$2K Hold
90
– – ﹤0.01% 370
2018
Q1 		$3K Sell
90
-50
-36% -$1.49K ﹤0.01% 340
2017
Q4 		$4K Sell
140
-188
-57% -$5.63K ﹤0.01% 319
2017
Q3 		$9K Hold
328
– – 0.01% 286
2017
Q2 		$9K Hold
328
– – 0.01% 292
2017
Q1 		$9K Hold
328
– – 0.01% 272
2016
Q4 		$8K Buy
+328
New +$8.63K 0.01% 279

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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AGA
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AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return