Mine & Arao Wealth Creation & Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $858 - $962	2 Added 1.72%	118 $56,000
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $377 - $438	1 Added 0.87%	116 $50,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $3,486 - $3,829	10 Added 9.52%	115 $43,000
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $327 - $374	1 Added 0.96%	105 $36,000
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $328 - $395	1 Added 0.97%	104 $34,000
Q2 2022 Aug 16, 2022	BUY	$337.07 - $419.85 $1,348 - $1,679	4 Added 4.04%	103 $36,000
Q1 2022 May 13, 2022	BUY	$382.7 - $439.25 $3,444 - $3,953	9 Added 10.0%	99 $41,000
Q4 2021 Feb 07, 2022	BUY	$394.21 - $439.01 $3,942 - $4,390	10 Added 12.5%	90 $39,000
Q1 2020 May 13, 2020	SELL	$204.27 - $310.92 $35,542 - $54,100	-174 Reduced 68.5%	80 $19,000
Q4 2019 Feb 12, 2020	BUY	$264.57 - $296.67 $67,200 - $75,354	254 New	254 $75,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12 Billion
0.86% of portfolio

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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