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Vanguard Dividend Appreciation ETF shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation 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 Dividend Appreciation ETF by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 53k 195.83
2024-09-30 $11M 55k 198.06
2024-06-30 $1.9M 10k 182.55
2024-03-31 $2.0M 11k 182.61
2023-12-31 $2.7M 16k 170.40
2023-09-30 $2.6M 17k 155.38
2023-06-30 $2.8M 17k 163.44
2023-03-31 $3.3M 21k 157.57
2022-12-31 $2.5M 19k 135.17
2022-09-30 $2.5M 19k 135.17
2022-06-30 $2.2M 15k 143.44
2022-03-31 $2.8M 17k 162.13
2021-12-31 $2.6M 15k 171.72
2021-09-30 $2.4M 15k 153.58
2021-06-30 $2.0M 13k 154.82
2021-03-31 $1.8M 12k 147.04
2020-12-31 $6.0M 43k 141.18
2019-09-30 $4.9M 41k 119.58
2019-06-30 $868k 7.5k 115.18
2019-03-31 $1.1M 10k 109.68
2018-12-31 $1.1M 11k 97.91
2018-09-30 $7.1M 64k 110.70
2018-06-30 $4.6M 45k 101.63
2018-03-31 $932k 9.2k 101.08
2017-12-31 $278k 2.7k 104.91
2017-09-30 $279k 2.9k 94.83
2017-06-30 $273k 2.9k 92.79
2017-03-31 $467k 5.2k 89.95
2016-12-31 $396k 4.7k 85.16

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 Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
UBS Group
LPL Financial
Raymond James Financial
HB Wealth Management
Jpmorgan Chase & Co
Raymond James & Associates
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF