MWM
Mascoma Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$1.78K | – | 540 |
|
|
2024
Q4 | $1.78K | Buy |
+11
| New | +$1.78K | ﹤0.01% | 479 |
|
|
2024
Q2 | – | Sell |
-60
| Closed | -$9.36K | – | 504 |
|
|
2024
Q1 | $9.36K | Hold |
60
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $8.7K | Hold |
60
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $7.86K | Hold |
60
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $8.49K | Hold |
60
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $8.1K | Hold |
60
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $8.11K | Buy |
+60
| New | +$8.11K | ﹤0.01% | 433 |
|
|
2017
Q2 | – | Sell |
-204
| Closed | -$21K | – | 450 |
|
|
2017
Q1 | $21K | Hold |
204
| – | – | 0.02% | 213 |
|
|
2016
Q4 | $20K | Buy |
+204
| New | +$20K | 0.01% | 216 |
|