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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return