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Vanguard Energy ETF shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Vanguard Energy ETF

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All positions including Vanguard Energy ETF held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 97 131.70
2023-12-31 $11k 97 117.28
2023-09-30 $12k 97 126.74
2023-06-30 $12k 97 122.51
2023-03-31 $45k 387 116.92
2022-12-31 $47k 384 121.38
2022-09-30 $10k 97 103.09
2022-06-30 $10k 97 103.09
2022-03-31 $10k 97 103.09
2021-12-31 $8.0k 97 82.47
2017-09-30 $187k 2.0k 93.50
2017-06-30 $201k 2.3k 88.35
2017-03-31 $247k 2.6k 96.86
2016-12-31 $267k 2.6k 104.71

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Envestnet Asset Management
Main Management ETF Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Cetera Investment Advisers

View all funds holding Vanguard Energy ETF