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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-160	Closed	-$19.4K	–	507
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	–	334
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

Other funds holding VYM

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2024, closing a stake of 160 shares — an estimated $19.4K sold.

Mascoma Wealth Management first reported a position in VYM in Q4 2016 and held it in 23 quarters. The position peaked at $151K in Q1 2022. 1,591 funds tracked by Wall St. Rank hold VYM as of Q2 2024.

Mascoma Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 160 Vanguard High Dividend Yield ETF shares in Q2 2024, an estimated $19.4K.
Mascoma Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 23 quarters.
Mascoma Wealth Management's Vanguard High Dividend Yield ETF position peaked at $151K in Q1 2022.
1,591 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2024.

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