MWM
Mascoma Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$1.78K | – | 541 |
|
|
2024
Q4 | $1.78K | Buy |
+7
| New | +$1.78K | ﹤0.01% | 480 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$3.7K | – | 507 |
|
|
2023
Q3 | $3.7K | Hold |
19
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $3.9K | Hold |
19
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $3.62K | Hold |
19
| – | – | ﹤0.01% | 510 |
|
|
2022
Q4 | $3.42K | Hold |
19
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $4K | Sell |
19
-173
| -90% | -$36.4K | ﹤0.01% | 528 |
|
|
2021
Q4 | $49K | Hold |
192
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $45K | Buy |
+192
| New | +$45K | 0.02% | 215 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$41K | – | 419 |
|
|
2021
Q1 | $41K | Buy |
+192
| New | +$41K | 0.02% | 230 |
|
|
2019
Q3 | – | Sell |
-312
| Closed | -$47K | – | 332 |
|
|
2019
Q2 | $47K | Hold |
312
| – | – | 0.03% | 165 |
|
|
2019
Q1 | $45K | Sell |
312
-636
| -67% | -$91.7K | 0.03% | 160 |
|
|
2018
Q4 | $113K | Sell |
948
-393
| -29% | -$46.8K | 0.09% | 94 |
|
|
2018
Q3 | $191K | Hold |
1,341
| – | – | 0.13% | 79 |
|
|
2018
Q2 | $180K | Hold |
1,341
| – | – | 0.13% | 76 |
|
|
2018
Q1 | $174K | Sell |
1,341
-456
| -25% | -$59.2K | 0.11% | 77 |
|
|
2017
Q4 | $236K | Sell |
1,797
-436
| -20% | -$57.3K | 0.15% | 66 |
|
|
2017
Q3 | $272K | Hold |
2,233
| – | – | 0.18% | 57 |
|
|
2017
Q2 | $263K | Hold |
2,233
| – | – | 0.18% | 59 |
|
|
2017
Q1 | $252K | Hold |
2,233
| – | – | 0.18% | 47 |
|
|
2016
Q4 | $236K | Buy |
+2,233
| New | +$236K | 0.17% | 53 |
|