Mine & Arao Wealth Creation & Management, Llc. Vanguard Mortg Backed Sec 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
Q3 2020 Nov 13, 2020	SELL	$54.16 - $54.5 $6,120 - $6,158	-113 Reduced 53.05%	100 $5,000
Q4 2019 Feb 12, 2020	BUY	$53.04 - $53.35 $11,297 - $11,363	213 New	213 $11,000

Others Institutions Holding VMBS

# of Institutions

630

Shares Held

342M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.56 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.18 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$915 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$395 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$368 Million
0.09% of portfolio

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mine & Arao Wealth Creation & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mine & Arao Wealth Creation & Management, Llc. with notifications on news.

Account