Mascoma Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$78.61 - $85.97 $15,722 - $17,194
-200 Reduced 23.53%
650 $54,000
Q1 2024

May 02, 2024
SELL
$82.58 - $89.12 $8,258 - $8,912
-100 Reduced 10.53%
850 $73,000
Q4 2023

Jan 24, 2024
SELL
$71.05 - $89.54 $15,559 - $19,609
-219 Reduced 18.73%
950 $83,000
Q2 2023

Aug 09, 2023
SELL
$78.4 - $83.98 $191,923 - $205,583
-2,448 Reduced 67.68%
1,169 $97,000
Q1 2023

May 01, 2023
SELL
$77.59 - $93.7 $138,187 - $166,879
-1,781 Reduced 32.99%
3,617 $300,000
Q4 2022

Jan 24, 2023
SELL
$76.14 - $88.09 $108,727 - $125,792
-1,428 Reduced 20.92%
5,398 $0
Q3 2022

Oct 18, 2022
SELL
$79.28 - $102.13 $15,618 - $20,119
-197 Reduced 2.81%
6,826 $547,000
Q2 2022

Jul 14, 2022
BUY
$87.04 - $112.5 $102,794 - $132,862
1,181 Added 20.22%
7,023 $640,000
Q1 2022

Apr 25, 2022
BUY
$99.96 - $115.1 $230,807 - $265,765
2,309 Added 65.36%
5,842 $633,000
Q4 2021

Jan 21, 2022
BUY
$102.53 - $116.01 $12,406 - $14,037
121 Added 3.55%
3,533 $0
Q3 2021

Oct 06, 2021
BUY
$101.78 - $110.92 $14,961 - $16,305
147 Added 4.5%
3,412 $347,000
Q2 2021

Jul 06, 2021
BUY
$93.53 - $105.5 $32,735 - $36,925
350 Added 12.01%
3,265 $0
Q1 2021

Apr 26, 2021
BUY
$81.97 - $92.98 $238,942 - $271,036
2,915 New
2,915 $0
Q4 2020

Jan 26, 2021
SELL
$76.08 - $86.67 $172,092 - $196,047
-2,262 Closed
0 $0
Q3 2019

Nov 21, 2019
SELL
$91.64 - $93.61 $53,151 - $54,293
-580 Reduced 20.41%
2,262 $0
Q2 2019

Jul 29, 2019
BUY
N/A
217 Added 8.27%
2,842 $248,000
Q1 2019

Apr 23, 2019
SELL
N/A
-130 Reduced 4.72%
2,625 $228,000
Q4 2018

Jan 28, 2019
BUY
N/A
130 Added 4.95%
2,755 $205,000
Q3 2018

Nov 08, 2018
BUY
N/A
75 Added 2.94%
2,625 $212,000
Q2 2018

Aug 13, 2018
BUY
N/A
64 Added 2.57%
2,550 $208,000
Q4 2017

Feb 05, 2018
BUY
N/A
490 Added 24.55%
2,486 $192,000
Q3 2017

Nov 07, 2017
BUY
N/A
1,996
1,996 $166,000

Others Institutions Holding VNQ

# of Institutions
1,826
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email