MWM
VOOV icon

Mascoma Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Mascoma Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$2.48K – 534
2024
Q3 		$2.48K Buy
+13
New +$2.39K ﹤0.01% 424

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's VOOV Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2024, closing a stake of 13 shares — an estimated $2.48K sold.

Mascoma Wealth Management first reported a position in VOOV in Q3 2024 and held it in 1 quarter. The position peaked at $2.48K in Q3 2024. 385 funds tracked by Wall St. Rank hold VOOV as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 13 Vanguard S&P 500 Value ETF shares in Q4 2024, an estimated $2.48K.
  • Mascoma Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Vanguard S&P 500 Value ETF position peaked at $2.48K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.