Mason Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $223K | Buy |
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