Mascoma Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-600
Closed -$34.4K 505
2024
Q1
$34.4K Sell
600
-228
-28% -$12.5K 0.01% 214
2023
Q4
$42.9K Hold
828
0.01% 198
2023
Q3
$37.6K Hold
828
0.01% 215
2023
Q2
$39.2K Hold
828
0.01% 209
2023
Q1
$34.8K Hold
828
0.01% 275
2022
Q4
$29.4K Buy
828
+600
+263% +$22.1K 0.01% 292
2022
Q3
$8K Hold
228
﹤0.01% 440
2022
Q2
$8K Hold
228
﹤0.01% 456
2022
Q1
$11K Hold
228
﹤0.01% 428
2021
Q4
$12K Hold
228
﹤0.01% 387
2021
Q3
$11K Buy
+228
New +$11.3K ﹤0.01% 342
2017
Q2
Sell
-3,948
Closed -$80K 448
2017
Q1
$80K Hold
3,948
0.06% 115
2016
Q4
$73K Buy
+3,948
New +$73K 0.05% 121

Other funds holding VUG