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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Mascoma Wealth Management's VUG Position: Q2 2024 in Review

Mascoma Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 600 shares — an estimated $34.4K sold.

Mascoma Wealth Management first reported a position in VUG in Q4 2016 and held it in 13 quarters. The position peaked at $80K in Q1 2017. 2,159 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Mascoma Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 600 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $34.4K.
Mascoma Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and held it in 13 quarters.
Mascoma Wealth Management's Vanguard Morningstar Growth ETF position peaked at $80K in Q1 2017.
2,159 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.