Mascoma Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 37,313 shares of VIG stock, worth $6.8 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
37,313
Previous 53,204 29.87%
Holding current value
$6.8 Million
Previous $9.69 Million 29.87%
% of portfolio
1.75%
Previous 2.44%

Shares

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

Apr 24, 2025
SELL
N/A
-15,891 Reduced 29.87%
37,313 $6.8 Million
Q4 2024

Feb 10, 2025
SELL
N/A
-1,263 Reduced 2.32%
53,204 $9.69 Million
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $8.03 Million - $8.03 Million
44,071 Added 423.92%
54,467 $9.92 Million
Q2 2024

Aug 02, 2024
SELL
$173.33 - $185.29 $83,198 - $88,939
-480 Reduced 4.41%
10,396 $1.9 Million
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $815,563 - $885,806
-4,841 Reduced 30.8%
10,876 $1.99 Million
Q4 2023

Jan 24, 2024
SELL
$150.16 - $171.16 $175,236 - $199,743
-1,167 Reduced 6.91%
15,717 $2.68 Million
Q3 2023

Oct 13, 2023
SELL
$155.38 - $166.95 $8,701 - $9,349
-56 Reduced 0.33%
16,884 $2.62 Million
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $632,038 - $672,135
-4,138 Reduced 19.63%
16,940 $2.75 Million
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $672,445 - $723,093
-4,567 Reduced 17.81%
21,078 $3.25 Million
Q4 2022

Jan 24, 2023
BUY
$144.84 - $158.71 $1.03 Million - $1.13 Million
7,098 Added 38.27%
25,645 $0
Q3 2022

Oct 18, 2022
BUY
N/A
3,223 Added 21.03%
18,547 $2.51 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-2,088 Reduced 11.99%
15,324 $2.2 Million
Q1 2022

Apr 25, 2022
BUY
N/A
2,271 Added 15.0%
17,412 $2.82 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-252 Reduced 1.64%
15,141 $0
Q3 2021

Oct 06, 2021
BUY
N/A
2,623 Added 20.54%
15,393 $2.36 Million
Q2 2021

Jul 06, 2021
BUY
N/A
440 Added 3.57%
12,770 $0
Q1 2021

Apr 26, 2021
SELL
N/A
-30,142 Reduced 70.97%
12,330 $0
Q4 2020

Jan 26, 2021
BUY
N/A
1,111 Added 2.69%
42,472 $0
Q3 2019

Nov 21, 2019
BUY
N/A
33,825 Added 448.85%
41,361 $0
Q2 2019

Jul 29, 2019
SELL
N/A
-2,794 Reduced 27.05%
7,536 $868,000
Q1 2019

Apr 23, 2019
SELL
N/A
-680 Reduced 6.18%
10,330 $1.13 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-53,138 Reduced 82.84%
11,010 $1.08 Million
Q3 2018

Nov 08, 2018
BUY
N/A
18,875 Added 41.69%
64,148 $7.1 Million
Q2 2018

Aug 13, 2018
BUY
N/A
36,053 Added 391.03%
45,273 $4.6 Million
Q1 2018

Apr 24, 2018
BUY
N/A
6,570 Added 247.92%
9,220 $932,000
Q4 2017

Feb 05, 2018
SELL
N/A
-292 Reduced 9.93%
2,650 $278,000
Q3 2017

Nov 07, 2017
BUY
N/A
2,942
2,942 $279,000

Others Institutions Holding VIG

# of Institutions
2,514
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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