Mascoma Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.66M | Sell |
3,872
-99
| -2% | -$66K | 0.49% | 27 |
|
|
2026
Q1 | $2.37M | Buy |
3,971
+1
| +0% | +$625 | 0.49% | 26 |
|
|
2025
Q4 | $2.49M | Buy |
3,970
+2
| +0.1% | +$1.24K | 0.53% | 24 |
|
|
2025
Q3 | $2.43M | Sell |
3,968
-9
| -0.2% | -$5.3K | 0.54% | 24 |
|
|
2025
Q2 | $2.26M | Hold |
3,977
| – | – | 0.52% | 26 |
|
|
2025
Q1 | $2.04M | Sell |
3,977
-261
| -6% | -$141K | 0.51% | 28 |
|
|
2024
Q4 | $2.28M | Buy |
4,238
+2
| +0% | +$1.08K | 0.57% | 24 |
|
|
2024
Q3 | $2.24M | Sell |
4,236
-476
| -10% | -$242K | 0.56% | 24 |
|
|
2024
Q2 | $2.36M | Hold |
4,712
| – | – | 0.63% | 22 |
|
|
2024
Q1 | $2.27M | Buy |
4,712
+1
| +0% | +$458 | 0.64% | 20 |
|
|
2023
Q4 | $2.06M | Buy |
4,711
+111
| +2% | +$45.4K | 0.62% | 24 |
|
|
2023
Q3 | $1.81M | Hold |
4,600
| – | – | 0.56% | 26 |
|
|
2023
Q2 | $1.9M | Sell |
4,600
-637
| -12% | -$246K | 0.58% | 27 |
|
|
2023
Q1 | $2M | Sell |
5,237
-107
| -2% | -$39.2K | 0.59% | 32 |
|
|
2022
Q4 | $1.88M | Buy |
5,344
+221
| +4% | +$78.1K | 0.6% | 35 |
|
|
2022
Q3 | $1.68M | Sell |
5,123
-400
| -7% | -$146K | 0.58% | 35 |
|
|
2022
Q2 | $1.92M | Buy |
5,523
+27
| +0.5% | +$10.2K | 0.65% | 34 |
|
|
2022
Q1 | $2.28M | Buy |
5,496
+187
| +4% | +$76.6K | 0.73% | 32 |
|
|
2021
Q4 | $2.32M | Sell |
5,309
-12
| -0.2% | -$5.07K | 0.8% | 32 |
|
|
2021
Q3 | $2.1M | Hold |
5,321
| – | – | 0.81% | 27 |
|
|
2021
Q2 | $2.09M | Sell |
5,321
-7
| -0.1% | -$2.69K | 0.9% | 25 |
|
|
2021
Q1 | $1.94M | Buy |
5,328
+16
| +0.3% | +$5.67K | 0.84% | 26 |
|
|
2020
Q4 | $1.83M | Buy |
+5,312
| New | +$1.73M | 0.91% | 25 |
|
|
2019
Q3 | – | Sell |
-596
| Closed | -$160K | – | 328 |
|
|
2019
Q2 | $160K | Sell |
596
-25
| -4% | -$6.61K | 0.1% | 87 |
|
|
2019
Q1 | $161K | Hold |
621
| – | – | 0.11% | 77 |
|
|
2018
Q4 | $143K | Hold |
621
| – | – | 0.11% | 78 |
|
|
2018
Q3 | $166K | Hold |
621
| – | – | 0.11% | 88 |
|
|
2018
Q2 | $155K | Hold |
621
| – | – | 0.11% | 82 |
|
|
2018
Q1 | $150K | Hold |
621
| – | – | 0.1% | 84 |
|
|
2017
Q4 | $157K | Sell |
621
-125
| -17% | -$29.9K | 0.1% | 79 |
|
|
2017
Q3 | $172K | Hold |
746
| – | – | 0.11% | 80 |
|
|
2017
Q2 | $166K | Sell |
746
-585
| -44% | -$129K | 0.11% | 84 |
|
|
2017
Q1 | $288K | Hold |
1,331
| – | – | 0.21% | 43 |
|
|
2016
Q4 | $273K | Buy |
+1,331
| New | +$267K | 0.2% | 47 |
|
Other funds holding VOO
AA
Mascoma Wealth Management's VOO Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, selling an estimated $66K and leaving 3,872 shares worth $2.66M. The position accounts for 0.49% of the portfolio, ranked #27.
Mascoma Wealth Management first reported a position in VOO in Q4 2016 and has held it in 34 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Mascoma Wealth Management held 3,872 shares of Vanguard S&P 500 ETF worth $2.66M as of Q2 2026.
- Mascoma Wealth Management sold 99 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $66K.
- Vanguard S&P 500 ETF made up 0.49% of Mascoma Wealth Management's portfolio in Q2 2026, its #27 holding.
- Mascoma Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 34 quarters since.
- 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.