Mascoma Wealth Management LLC Vanguard Health Care ETF Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 234 shares of VHT stock, worth $63,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares
234
Previous 169 38.46%
Holding current value
$63,612
Previous $47,000 25.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$250.81 - $283.3 $16,302 - $18,414
65 Added 38.46%
234 $59,000
Q3 2024

Nov 05, 2024
SELL
$261.88 - $288.1 $6,547 - $7,202
-25 Reduced 12.89%
169 $47,000
Q1 2024

May 02, 2024
SELL
$253.63 - $270.54 $20,544 - $21,913
-81 Reduced 29.45%
194 $52,000
Q2 2023

Aug 09, 2023
SELL
$234.11 - $249.3 $26,688 - $28,420
-114 Reduced 29.31%
275 $67,000
Q2 2022

Jul 14, 2022
SELL
$219.51 - $264.47 $109,535 - $131,970
-499 Reduced 56.19%
389 $92,000
Q4 2021

Jan 21, 2022
BUY
$243.71 - $267.51 $18,278 - $20,063
75 Added 9.23%
888 $0
Q3 2021

Oct 06, 2021
BUY
$247.16 - $265.84 $200,941 - $216,127
813 New
813 $201,000
Q2 2021

Jul 06, 2021
SELL
$227.95 - $247.57 $157,969 - $171,566
-693 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$218.21 - $236.79 $151,219 - $164,095
693 New
693 $0
Q3 2019

Nov 21, 2019
SELL
$166.25 - $172.8 $154,280 - $160,358
-928 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
140 Added 17.77%
928 $149,000
Q3 2018

Nov 08, 2018
BUY
N/A
260 Added 49.24%
788 $142,000
Q4 2017

Feb 05, 2018
SELL
N/A
-400 Reduced 43.1%
528 $86,000
Q3 2017

Nov 07, 2017
BUY
N/A
928
928 $141,000

Others Institutions Holding VHT

# of Institutions
1,137
Shares Held
25.2M
Call Options Held
37.3K
Put Options Held
11.1K
View Full List

About VANGUARD HEALTH CARE ETF

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