Mascoma Wealth Management LLC Vanguard Small Cap ETF Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,956 shares of VB stock, worth $446,339. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,956
Previous 1,829 6.94%
Holding current value
$446,339
Previous $439,000 1.37%
% of portfolio
0.11%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $27,672 - $32,085
127 Added 6.94%
1,956 $433,000
Q3 2024

Nov 05, 2024
SELL
$214.77 - $237.72 $92,995 - $102,932
-433 Reduced 19.14%
1,829 $433,000
Q2 2024

Aug 02, 2024
BUY
$210.76 - $226.94 $33,721 - $36,310
160 Added 7.61%
2,262 $493,000
Q1 2024

May 02, 2024
BUY
$204.0 - $228.59 $20,400 - $22,859
100 Added 5.0%
2,102 $480,000
Q4 2023

Jan 24, 2024
BUY
$175.26 - $215.9 $101,125 - $124,574
577 Added 40.49%
2,002 $427,000
Q2 2023

Aug 09, 2023
SELL
$181.26 - $198.89 $159,508 - $175,023
-880 Reduced 38.18%
1,425 $283,000
Q1 2023

May 01, 2023
SELL
$179.51 - $208.76 $286,856 - $333,598
-1,598 Reduced 40.94%
2,305 $436,000
Q4 2022

Jan 24, 2023
SELL
$172.82 - $196.57 $1.82 Million - $2.07 Million
-10,514 Reduced 72.93%
3,903 $0
Q3 2022

Oct 18, 2022
SELL
$170.45 - $206.62 $53,009 - $64,258
-311 Reduced 2.11%
14,417 $2.46 Million
Q2 2022

Jul 14, 2022
SELL
$170.7 - $214.67 $170,187 - $214,025
-997 Reduced 6.34%
14,728 $2.59 Million
Q1 2022

Apr 25, 2022
SELL
$198.73 - $227.97 $309,025 - $354,493
-1,555 Reduced 9.0%
15,725 $3.34 Million
Q4 2021

Jan 21, 2022
SELL
$215.13 - $239.37 $197,704 - $219,981
-919 Reduced 5.05%
17,280 $0
Q3 2021

Oct 06, 2021
BUY
$211.9 - $229.42 $37,082 - $40,148
175 Added 0.97%
18,199 $3.98 Million
Q2 2021

Jul 06, 2021
SELL
$211.77 - $228.05 $144,850 - $155,986
-684 Reduced 3.66%
18,024 $0
Q1 2021

Apr 26, 2021
SELL
$191.53 - $223.48 $1.56 Million - $1.82 Million
-8,164 Reduced 30.38%
18,708 $0
Q4 2020

Jan 26, 2021
BUY
$156.0 - $196.91 $4.19 Million - $5.29 Million
26,872 New
26,872 $0
Q3 2019

Nov 21, 2019
SELL
$153.32 - $158.01 $3,833 - $3,950
-25 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
25 New
25 $4,000

Others Institutions Holding VB

# of Institutions
2,371
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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