Mason & Associates, LLC VB Holdings History
Mason & Associates, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 40,871.00 shares of Vanguard Small Cap ETF(VB), totaling $9.06 Mil. This investment constitutes 2.61% of their stock portfolio, and Mason & Associates, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 3 purchases of VB, at an average price of $221.17, for a total of 41,464.00 shares. In addition, there have been 1 sales at an average price of $238.81 for 593.00 shares. Based on historical transaction data and VB's current price of $243.27, Mason & Associates, LLC's estimated gain on his VB holdings is $913,850.10, reflecting a 9.97% gain to date.
Mason & Associates, LLC VB ($243.27) Holding Chart
Mason & Associates, LLC VB ($243.27) 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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