MWM
Mascoma Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Hold |
195
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $53.6K | Sell |
195
-253
| -56% | -$69.5K | 0.01% | 179 |
|
|
2024
Q4 | $130K | Sell |
448
-104
| -19% | -$30.1K | 0.03% | 120 |
|
|
2024
Q3 | $156K | Buy |
552
+514
| +1,353% | +$146K | 0.04% | 108 |
|
|
2024
Q2 | $10.2K | Sell |
38
-68
| -64% | -$18.2K | ﹤0.01% | 333 |
|
|
2024
Q1 | $27.5K | Buy |
106
+68
| +179% | +$17.7K | 0.01% | 233 |
|
|
2023
Q4 | $9.01K | Hold |
38
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $8.07K | Hold |
38
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $8.5K | Sell |
38
-175
| -82% | -$39.1K | ﹤0.01% | 333 |
|
|
2023
Q1 | $43.9K | Sell |
213
-54
| -20% | -$11.1K | 0.01% | 249 |
|
|
2022
Q4 | $51K | Hold |
267
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $48K | Hold |
267
| – | – | 0.02% | 231 |
|
|
2022
Q2 | $50K | Hold |
267
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $61K | Hold |
267
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $64K | Hold |
267
| – | – | 0.02% | 199 |
|
|
2021
Q3 | $59K | Buy |
+267
| New | +$59K | 0.02% | 189 |
|
|
2021
Q2 | – | Sell |
-267
| Closed | -$55K | – | 422 |
|
|
2021
Q1 | $55K | Buy |
+267
| New | +$55K | 0.02% | 199 |
|
|
2019
Q3 | – | Sell |
-157
| Closed | -$24K | – | 333 |
|
|
2019
Q2 | $24K | Hold |
157
| – | – | 0.02% | 218 |
|
|
2019
Q1 | $23K | Buy |
157
+54
| +52% | +$7.91K | 0.02% | 214 |
|
|
2018
Q4 | $13K | Hold |
103
| – | – | 0.01% | 243 |
|
|
2018
Q3 | $15K | Hold |
103
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $14K | Hold |
103
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $14K | Hold |
103
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $15K | Hold |
103
| – | – | 0.01% | 235 |
|
|
2017
Q3 | $13K | Hold |
103
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $13K | Sell |
103
-611
| -86% | -$77.1K | 0.01% | 269 |
|
|
2017
Q1 | $87K | Hold |
714
| – | – | 0.06% | 108 |
|
|
2016
Q4 | $82K | Buy |
+714
| New | +$82K | 0.06% | 114 |
|