Vanguard S&p 500 Etf idx shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 4.0k | 612.45 |
| 2025-06-30 | $2.3M | 4.0k | 568.10 |
| 2025-03-31 | $2.0M | 4.0k | 513.97 |
| 2024-12-31 | $2.3M | 4.2k | 538.86 |
| 2024-09-30 | $2.2M | 4.2k | 527.70 |
| 2024-06-30 | $2.4M | 4.7k | 500.16 |
| 2024-03-31 | $2.3M | 4.7k | 480.72 |
| 2023-12-31 | $2.1M | 4.7k | 436.83 |
| 2023-09-30 | $1.8M | 4.6k | 392.71 |
| 2023-06-30 | $1.9M | 4.6k | 412.30 |
| 2023-03-31 | $2.0M | 5.2k | 382.06 |
| 2022-12-31 | $1.7M | 5.1k | 328.32 |
| 2022-09-30 | $1.7M | 5.1k | 328.32 |
| 2022-06-30 | $1.9M | 5.5k | 346.91 |
| 2022-03-31 | $2.3M | 5.5k | 415.21 |
| 2021-12-31 | $2.3M | 5.3k | 436.62 |
| 2021-09-30 | $2.1M | 5.3k | 394.47 |
| 2021-06-30 | $2.1M | 5.3k | 393.54 |
| 2021-03-31 | $1.9M | 5.3k | 364.30 |
| 2020-12-31 | $1.8M | 5.3k | 343.75 |
| 2019-06-30 | $160k | 596 | 268.46 |
| 2019-03-31 | $161k | 621 | 259.26 |
| 2018-12-31 | $143k | 621 | 230.27 |
| 2018-09-30 | $166k | 621 | 267.31 |
| 2018-06-30 | $155k | 621 | 249.60 |
| 2018-03-31 | $150k | 621 | 241.55 |
| 2017-12-31 | $157k | 621 | 252.82 |
| 2017-09-30 | $172k | 746 | 230.56 |
| 2017-06-30 | $166k | 746 | 222.52 |
| 2017-03-31 | $288k | 1.3k | 216.38 |
| 2016-12-31 | $273k | 1.3k | 205.11 |