Number of Shares
522,972.00
Current Holdings Value*
$29.81 Mil
% of Portfolio
6.92%
Total Estimate Gain
$6.36 Mil
% of Total Estimate Gain
20.17%

Mascoma Wealth Management LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, Mascoma Wealth Management LLC held 522,972.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $29.81 Mil. This investment constitutes 6.92% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2018Q4. And since then Mascoma Wealth Management LLC has made 15 purchases of VEA, at an average price of $46.86, for a total of 672,802.00 shares. In addition, there have been 6 sales at an average price of $50.08 for 149,830.00 shares. Based on historical transaction data and VEA's current price of $58.09, Mascoma Wealth Management LLC's estimated gain on his VEA holdings is $6.36 Mil, reflecting a 20.17% gain to date.

Mascoma Wealth Management LLC VEA ($58.09) Holding Chart

Mascoma Wealth Management LLC VEA ($58.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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