Mason Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
857
-41
| -5% | -$23.3K | 0.03% | 47 |
|
|
2025
Q1 | $461K | Buy |
898
+2
| +0.2% | +$1.03K | 0.03% | 44 |
|
|
2024
Q4 | $483K | Sell |
896
-79
| -8% | -$42.6K | 0.03% | 49 |
|
|
2024
Q3 | $514K | Sell |
975
-13
| -1% | -$6.86K | 0.03% | 43 |
|
|
2024
Q2 | $494K | Hold |
988
| – | – | 0.03% | 42 |
|
|
2024
Q1 | $475K | Hold |
988
| – | – | 0.03% | 42 |
|
|
2023
Q4 | $432K | Buy |
988
+123
| +14% | +$53.7K | 0.03% | 42 |
|
|
2023
Q3 | $340K | Sell |
865
-34
| -4% | -$13.4K | 0.03% | 49 |
|
|
2023
Q2 | $366K | Buy |
899
+306
| +52% | +$125K | 0.03% | 42 |
|
|
2023
Q1 | $223K | Buy |
+593
| New | +$223K | 0.02% | 57 |
|