Mascoma Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Mascoma Wealth Management’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-700	Closed	-$91K	–	414
2019 Q1	$91K	Hold	700	–	–	0.06%	113
2018 Q4	$82K	Hold	700	–	–	0.06%	116
2018 Q3	$83K	Hold	700	–	–	0.05%	135
2018 Q2	$81K	Hold	700	–	–	0.06%	125
2018 Q1	$78K	Hold	700	–	–	0.05%	122
2017 Q4	$77K	Hold	700	–	–	0.05%	122
2017 Q3	$82K	Hold	700	–	–	0.05%	125
2017 Q2	$80K	Hold	700	–	–	0.05%	129
2017 Q1	$79K	Hold	700	–	–	0.06%	117
2016 Q4	$75K	Buy	+700	New	+$73.3K	0.06%	119

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mascoma Wealth Management's VPU Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 700 shares — an estimated $91K sold.

Mascoma Wealth Management first reported a position in VPU in Q4 2016 and held it in 10 quarters. The position peaked at $91K in Q1 2019. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

Mascoma Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 700 Vanguard Utilities ETF shares in Q2 2019, an estimated $91K.
Mascoma Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 10 quarters.
Mascoma Wealth Management's Vanguard Utilities ETF position peaked at $91K in Q1 2019.
286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.