Number of Shares
72,458.00
Current Holdings Value*
$18.74 Mil
% of Portfolio
5.4%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
16.33%

Mason & Associates, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Mason & Associates, LLC held 72,458.00 shares of Vanguard Mid-Cap ETF(VO), totaling $18.74 Mil. This investment constitutes 5.4% of their stock portfolio, and Mason & Associates, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 3 purchases of VO, at an average price of $244.59, for a total of 73,378.00 shares. In addition, there have been 1 sales at an average price of $268.43 for 920.00 shares. Based on historical transaction data and VO's current price of $284.74, Mason & Associates, LLC's estimated gain on his VO holdings is $2.93 Mil, reflecting a 16.33% gain to date.

Mason & Associates, LLC VO ($284.74) Holding Chart

Mason & Associates, LLC VO ($284.74) 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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