Mine & Arao Wealth Creation & Management, Llc. Vanguard Mid Cap Growth Index Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$186.22 - $205.77 $186 - $205	-1 Reduced 0.6%	166 $34,000
Q2 2022 Aug 16, 2022	BUY	$167.96 - $227.2 $167 - $227	1 Added 0.6%	167 $29,000
Q4 2019 Feb 12, 2020	BUY	$144.1 - $159.03 $23,920 - $26,398	166 New	166 $26,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$798 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$709 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$626 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$563 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$470 Million
0.04% of portfolio

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