Mascoma Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,790	Closed	-$88K	–	508
2023 Q3	$88K	Hold	1,790	–	–	0.03%	143
2023 Q2	$88K	Sell	1,790 -13,994	-89%	-$688K	0.03%	147
2023 Q1	$778K	Sell	15,784 -2,995	-16%	-$147K	0.23%	51
2022 Q4	$920K	Buy	18,779 +2,035	+12%	+$99.5K	0.29%	49
2022 Q3	$820K	Buy	16,744 +1,675	+11%	+$82.3K	0.28%	53
2022 Q2	$741K	Sell	15,069 -2,800	-16%	-$138K	0.25%	54
2022 Q1	$883K	Sell	17,869 -8,116	-31%	-$403K	0.28%	53
2021 Q4	$1.3M	Buy	25,985 +2,335	+10%	+$117K	0.45%	43
2021 Q3	$1.19M	Buy	+23,650	New	+$1.19M	0.46%	38

Other funds holding VUSB

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

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