Mine & Arao Wealth Creation & Management’s Vanguard Small-Cap ETF VB Stock Holding History

Mine & Arao Wealth Creation & Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-155	Closed	-$35.4K	–	342
2024 Q1	$35.4K	Hold	155	–	–	0.02%	160
2023 Q4	$33.1K	Hold	155	–	–	0.02%	161
2023 Q3	$29.3K	Hold	155	–	–	0.02%	165
2023 Q2	$30.8K	Sell	155 -1	-0.6%	-$189	0.02%	168
2023 Q1	$29.6K	Hold	156	–	–	0.02%	172
2022 Q4	$28.7K	Hold	156	–	–	0.02%	163
2022 Q3	$27K	Hold	156	–	–	0.02%	163
2022 Q2	$28K	Hold	156	–	–	0.02%	172
2022 Q1	$33K	Hold	156	–	–	0.02%	171
2021 Q4	$35K	Hold	156	–	–	0.02%	175
2021 Q3	$34K	Hold	156	–	–	0.02%	170
2021 Q2	$35K	Hold	156	–	–	0.02%	162
2021 Q1	$33K	Hold	156	–	–	0.02%	156
2020 Q4	$30K	Hold	156	–	–	0.02%	156
2020 Q3	$24K	Hold	156	–	–	0.02%	155
2020 Q2	$23K	Hold	156	–	–	0.02%	147
2020 Q1	$18K	Hold	156	–	–	0.02%	151
2019 Q4	$26K	Buy	+156	New	+$24.8K	0.02%	153

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2024, closing a stake of 155 shares — an estimated $35.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in VB in Q4 2019 and held it in 18 quarters. The position peaked at $35.4K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold VB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 155 Vanguard Small-Cap ETF shares in Q2 2024, an estimated $35.4K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Small-Cap ETF position peaked at $35.4K in Q1 2024.
1,915 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.