Mason Investment Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $988K | Hold |
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|
2022
Q4 | $921K | Hold |
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|
2022
Q3 | $865K | Sell |
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|
2022
Q2 | $952K | Sell |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.13M | Hold |
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|
2021
Q2 | $1.13M | Buy |
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