S.A. Mason LLC VO Holdings History

Number of Shares
19,833.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
2.69%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
38.68%

S.A. Mason LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, S.A. Mason LLC held 19,833.00 shares of Vanguard Mid-Cap ETF(VO), totaling $5.55 Mil. This investment constitutes 2.69% of their stock portfolio, and S.A. Mason LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 14 purchases of VO, at an average price of $195.83, for a total of 23,984.00 shares. In addition, there have been 7 sales at an average price of $193.86 for 4,151.00 shares. Based on historical transaction data and VO's current price of $287.85, S.A. Mason LLC's estimated gain on his VO holdings is $1.82 Mil, reflecting a 38.68% gain to date.

S.A. Mason LLC VO ($287.85) Holding Chart

S.A. Mason LLC VO ($287.85) 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 %

Top Ranked Articles

  • 1