Mason Investment Advisory Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Mason Investment Advisory Services, Inc.

$1.71 Trillion
Q4 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 896 shares of VOO stock, worth $497,109. This represents 0.03% of its overall portfolio holdings.

Number of Shares

896

Previous 975 8.1%

Holding current value

$497,109

Previous $514 Million 6.06%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$521.84 - $558.82 $41,225 - $44,146	-79 Reduced 8.1%	896 $483 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $6,177 - $6,860	-13 Reduced 1.32%	975 $514 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $372,792 - $432,931	988 New	988 $432 Million
Q3 2023 Aug 08, 2024	SELL	$392.7 - $420.68 $48,302 - $51,743	-123 Reduced 12.45%	865 $340 Million
Q2 2023 Aug 08, 2024	BUY	$371.44 - $407.28 $113,660 - $124,627	306 Added 51.6%	899 $366 Million
Q1 2023 Aug 08, 2024	SELL	$348.66 - $382.94 $137,720 - $151,261	-395 Reduced 39.98%	593 $223 Million

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.

Account

Mason Investment Advisory Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History