Mascoma Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 2025
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 3,291 shares of VO stock, worth $832,853. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,291
Previous 3,410
3.49%
Holding current value
$832,853
Previous $900,000
5.44%
% of portfolio
0.22%
Previous 0.23%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,334Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio