Mason & Associates, LLC VV Holdings History
Mason & Associates, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 425,371.00 shares of Vanguard Large Cap ETF(VV), totaling $109.33 Mil. This investment constitutes 31.5% of their stock portfolio, and Mason & Associates, LLC now holds 0.24% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 2 purchases of VV, at an average price of $241.76, for a total of 436,170.00 shares. In addition, there have been 2 sales at an average price of $270.62 for 10,799.00 shares. Based on historical transaction data and VV's current price of $291.33, Mason & Associates, LLC's estimated gain on his VV holdings is $21.40 Mil, reflecting a 20.29% gain to date.
Mason & Associates, LLC VV ($291.33) Holding Chart
Mason & Associates, LLC VV ($291.33) 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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