Mascoma Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,637 shares of ESGV stock, worth $150,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,637
Previous 1,634 0.18%
Holding current value
$150,816
Previous $166,000 3.01%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$100.18 - $109.1 $300 - $327
3 Added 0.18%
1,637 $171,000
Q3 2024

Nov 05, 2024
SELL
$91.37 - $101.65 $17,999 - $20,025
-197 Reduced 10.76%
1,634 $166,000
Q2 2024

Aug 02, 2024
BUY
$87.24 - $97.37 $436 - $486
5 Added 0.27%
1,831 $176,000
Q1 2024

May 02, 2024
SELL
$83.14 - $93.19 $83,971 - $94,121
-1,010 Reduced 35.61%
1,826 $170,000
Q4 2023

Jan 24, 2024
BUY
$71.95 - $85.41 $26,189 - $31,089
364 Added 14.72%
2,836 $241,000
Q3 2023

Oct 13, 2023
BUY
$74.65 - $81.1 $597 - $648
8 Added 0.32%
2,472 $185,000
Q2 2023

Aug 09, 2023
SELL
$70.39 - $78.35 $12,670 - $14,102
-180 Reduced 6.81%
2,464 $193,000
Q1 2023

May 01, 2023
SELL
$65.27 - $73.55 $18,601 - $20,961
-285 Reduced 9.73%
2,644 $189,000
Q4 2022

Jan 24, 2023
BUY
$62.41 - $70.74 $811 - $919
13 Added 0.45%
2,929 $0
Q3 2022

Oct 18, 2022
BUY
$62.91 - $76.54 $629 - $765
10 Added 0.34%
2,916 $183,000
Q2 2022

Jul 14, 2022
SELL
$63.97 - $82.17 $37,742 - $48,480
-590 Reduced 16.88%
2,906 $193,000
Q1 2022

Apr 25, 2022
BUY
$74.15 - $88.3 $519 - $618
7 Added 0.2%
3,496 $283,000
Q4 2021

Jan 21, 2022
SELL
$79.7 - $88.45 $9,484 - $10,525
-119 Reduced 3.3%
3,489 $0
Q3 2021

Oct 06, 2021
BUY
$79.36 - $84.88 $27,299 - $29,198
344 Added 10.54%
3,608 $289,000
Q2 2021

Jul 06, 2021
BUY
$74.71 - $80.04 $373 - $400
5 Added 0.15%
3,264 $0
Q1 2021

Apr 26, 2021
BUY
$69.3 - $74.47 $225,848 - $242,697
3,259 New
3,259 $0
Q3 2019

Nov 21, 2019
SELL
$51.55 - $52.75 $108,770 - $111,302
-2,110 Closed
0 $0
Q2 2019

Jul 29, 2019
BUY
N/A
2,110 New
2,110 $108,000

Others Institutions Holding ESGV

# of Institutions
626
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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