Mascoma Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-160	Closed	-$19.4K	–	508
2024 Q1	$19.4K	Hold	160	–	–	0.01%	262
2023 Q4	$17.9K	Hold	160	–	–	0.01%	276
2023 Q3	$16.5K	Hold	160	–	–	0.01%	288
2023 Q2	$17.4K	Sell	160 -1,182	-88%	-$124K	0.01%	277
2023 Q1	$143K	Hold	1,342	–	–	0.04%	135
2022 Q4	$145K	Hold	1,342	–	–	0.05%	131
2022 Q3	$127K	Hold	1,342	–	–	0.04%	144
2022 Q2	$136K	Hold	1,342	–	–	0.05%	144
2022 Q1	$151K	Hold	1,342	–	–	0.05%	142
2021 Q4	$150K	Hold	1,342	–	–	0.05%	126
2021 Q3	$139K	Buy	+1,342	New	+$142K	0.05%	127
2021 Q2	–	Sell	-1,342	Closed	-$136K	–	424
2021 Q1	$136K	Buy	+1,342	New	+$129K	0.06%	127
2019 Q3	–	Sell	-642	Closed	-$56K	–	337
2019 Q2	$56K	Hold	642	–	–	0.04%	152
2019 Q1	$55K	Hold	642	–	–	0.04%	145
2018 Q4	$50K	Buy	642 +12	+2%	+$1K	0.04%	141
2018 Q3	$55K	Sell	630 -12	-2%	-$1.04K	0.04%	155
2018 Q2	$53K	Hold	642	–	–	0.04%	150
2018 Q1	$53K	Buy	642 +482	+301%	+$41.4K	0.03%	147
2017 Q4	$14K	Sell	160 -720	-82%	-$60.2K	0.01%	243
2017 Q3	$71K	Hold	880	–	–	0.05%	129
2017 Q2	$69K	Hold	880	–	–	0.05%	135
2017 Q1	$68K	Hold	880	–	–	0.05%	125
2016 Q4	$67K	Buy	+880	New	+$64.6K	0.05%	125