Mascoma Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 5,505 shares of VTEB stock, worth $278,442. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,505

Previous 5,505 -0.0%

Holding current value

$278,442

Previous $275,000 2.18%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$50.36 - $51.06 $50 - $51	-1 Reduced 0.02%	5,505 $278,000
Q4 2023 Jan 24, 2024	SELL	$47.36 - $51.14 $151,504 - $163,596	-3,199 Reduced 36.75%	5,506 $281,000
Q2 2023 Aug 09, 2023	SELL	$49.5 - $51.06 $53,311 - $54,991	-1,077 Reduced 11.01%	8,705 $437,000
Q1 2023 May 01, 2023	BUY	$49.32 - $51.02 $51,835 - $53,622	1,051 Added 12.04%	9,782 $495,000
Q4 2022 Jan 24, 2023	BUY	$47.5 - $50.06 $186,722 - $196,785	3,931 Added 81.9%	8,731 $0
Q3 2022 Oct 18, 2022	BUY	$48.11 - $51.14 $99,828 - $106,115	2,075 Added 76.15%	4,800 $231,000
Q2 2022 Jul 14, 2022	BUY	$49.13 - $51.51 $133,879 - $140,364	2,725 New	2,725 $136,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

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.

Account

Mascoma Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History