Mine & Arao Wealth Creation & Management, Llc. Vanguard Small Cap Value 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 2022 Aug 16, 2022	BUY	$146.67 - $178.24 $293 - $356	2 Added 0.62%	327 $49,000
Q1 2020 May 13, 2020	BUY	$75.8 - $139.04 $24,635 - $45,188	325 New	325 $29,000

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.98 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$824 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$811 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$798 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$514 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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