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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Sell |
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|
2025
Q2 | $2.26M | Hold |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.36M | Hold |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $2.32M | Sell |
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|
2021
Q3 | $2.1M | Hold |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $161K | Hold |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $166K | Hold |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $150K | Hold |
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|
2017
Q4 | $157K | Sell |
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|
2017
Q3 | $172K | Hold |
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|
2017
Q2 | $166K | Sell |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $273K | Buy |
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