Mascoma Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$34.4K | – | 506 |
|
|
2024
Q1 | $34.4K | Sell |
100
-38
| -28% | -$13.1K | 0.01% | 214 |
|
|
2023
Q4 | $42.9K | Hold |
138
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $37.6K | Hold |
138
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $39.2K | Hold |
138
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $34.8K | Hold |
138
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $29.4K | Buy |
138
+100
| +263% | +$21.3K | 0.01% | 292 |
|
|
2022
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $8K | Hold |
38
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $11K | Hold |
38
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $12K | Hold |
38
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $11K | Buy |
+38
| New | +$11K | ﹤0.01% | 342 |
|
|
2017
Q2 | – | Sell |
-658
| Closed | -$80K | – | 451 |
|
|
2017
Q1 | $80K | Hold |
658
| – | – | 0.06% | 115 |
|
|
2016
Q4 | $73K | Buy |
+658
| New | +$73K | 0.05% | 121 |
|