Mascoma Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 3,471 shares of VO stock, worth $950,429. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,471
Previous 2,817
23.22%
Holding current value
$950,429
Previous $681,000
34.36%
% of portfolio
0.23%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
2,103Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio