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 $896,731. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,291

Previous 3,410 3.49%

Holding current value

$896,731

Previous $900,000 5.44%

% of portfolio

0.22%

Previous 0.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$251.87 - $277.95 $29,972 - $33,076	-119 Reduced 3.49%	3,291 $851,000
Q4 2024 Feb 10, 2025	SELL	$261.5 - $284.63 $15,951 - $17,362	-61 Reduced 1.76%	3,410 $900,000
Q3 2024 Nov 05, 2024	BUY	$237.84 - $263.83 $155,547 - $172,544	654 Added 23.22%	3,471 $915,000
Q2 2024 Aug 02, 2024	BUY	$234.99 - $248.98 $42,533 - $45,065	181 Added 6.87%	2,817 $681,000
Q1 2024 May 02, 2024	BUY	$225.86 - $249.86 $42,913 - $47,473	190 Added 7.77%	2,636 $658,000
Q4 2023 Jan 24, 2024	BUY	$195.66 - $233.95 $48,915 - $58,487	250 Added 11.38%	2,446 $569,000
Q3 2023 Oct 13, 2023	BUY	$206.6 - $228.23 $27,891 - $30,811	135 Added 6.55%	2,196 $457,000
Q2 2023 Aug 09, 2023	BUY	$203.43 - $220.16 $138,942 - $150,369	683 Added 49.56%	2,061 $453,000
Q1 2023 May 01, 2023	BUY	$200.2 - $225.98 $2,402 - $2,711	12 Added 0.88%	1,378 $290,000
Q4 2022 Jan 24, 2023	BUY	$186.57 - $217.26 $373 - $434	2 Added 0.15%	1,366 $0
Q3 2022 Oct 18, 2022	BUY	$187.98 - $227.42 $187 - $227	1 Added 0.07%	1,364 $256,000
Q2 2022 Jul 14, 2022	BUY	$190.36 - $240.41 $190 - $240	1 Added 0.07%	1,363 $268,000
Q1 2022 Apr 25, 2022	BUY	$219.86 - $253.39 $52,546 - $60,560	239 Added 21.28%	1,362 $324,000
Q4 2021 Jan 21, 2022	BUY	$236.98 - $261.2 $41,945 - $46,232	177 Added 18.71%	1,123 $0
Q2 2021 Jul 06, 2021	BUY	$223.23 - $238.25 $22,992 - $24,539	103 Added 12.22%	946 $0
Q1 2021 Apr 26, 2021	BUY	$203.74 - $225.89 $171,752 - $190,425	843 New	843 $0

Others Institutions Holding VO

# of Institutions

2,352

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Mascoma Wealth Management LLC Vanguard Mid Cap ETF Transaction History