Mine & Arao Wealth Creation & Management, Llc. Vanguard Small Cap ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$181.26 - $198.89 $181 - $198	-1 Reduced 0.64%	155 $30,000
Q4 2019 Feb 12, 2020	BUY	$149.04 - $166.74 $23,250 - $26,011	156 New	156 $26,000

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

Bank Of America Corp Charlotte, NC

25.1M
Shares

$6.12 Billion
0.5% of portfolio
Morgan Stanley New York, NY

7.34M
Shares

$1.79 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.21M
Shares

$1.76 Billion
1.76% of portfolio
Envestnet Asset Management Inc

5.21M
Shares

$1.27 Billion
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

5.13M
Shares

$1.25 Billion
0.28% of portfolio

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About VANGUARD SMALL-CAP ETF

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