Mason & Associates (California)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
10,079
+283
| +3% | +$79.2K | 0.65% | 34 |
|
|
2025
Q1 | $2.53M | Buy |
9,796
+616
| +7% | +$159K | 0.63% | 30 |
|
|
2024
Q4 | $2.42M | Buy |
9,180
+1,068
| +13% | +$282K | 0.57% | 32 |
|
|
2024
Q3 | $2.14M | Sell |
8,112
-1,236
| -13% | -$326K | 0.53% | 35 |
|
|
2024
Q2 | $2.26M | Buy |
9,348
+252
| +3% | +$61K | 0.6% | 30 |
|
|
2024
Q1 | $2.27M | Sell |
9,096
-23,940
| -72% | -$5.98M | 0.61% | 28 |
|
|
2023
Q4 | $7.69M | Buy |
33,036
+3,453
| +12% | +$803K | 2.26% | 8 |
|
|
2023
Q3 | $6.16M | Buy |
29,583
+1,318
| +5% | +$274K | 1.97% | 12 |
|
|
2023
Q2 | $6.22M | Buy |
28,265
+802
| +3% | +$177K | 1.84% | 12 |
|
|
2023
Q1 | $5.79M | Sell |
27,463
-169
| -0.6% | -$35.6K | 1.77% | 11 |
|
|
2022
Q4 | $5.63M | Sell |
27,632
-630
| -2% | -$128K | 1.8% | 11 |
|
|
2022
Q3 | $5.31M | Buy |
28,262
+618
| +2% | +$116K | 1.88% | 14 |
|
|
2022
Q2 | $5.45M | Buy |
+27,644
| New | +$5.45M | 1.91% | 13 |
|