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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30	Closed	-$6.5K	–	343
2023 Q1	$6.5K	Hold	30	–	–	﹤0.01%	249
2022 Q4	$6.02K	Hold	30	–	–	﹤0.01%	248
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	264
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	262
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	257
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	254
2021 Q3	$8K	Hold	30	–	–	﹤0.01%	239
2021 Q2	$9K	Hold	30	–	–	0.01%	224
2021 Q1	$8K	Hold	30	–	–	0.01%	221
2020 Q4	$8K	Hold	30	–	–	0.01%	221
2020 Q3	$6K	Hold	30	–	–	﹤0.01%	222
2020 Q2	$6K	Hold	30	–	–	0.01%	203
2020 Q1	$5K	Buy	+30	New	+$5.57K	0.01%	207

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VBK Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2023, closing a stake of 30 shares — an estimated $6.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in VBK in Q1 2020 and held it in 13 quarters. The position peaked at $9K in Q2 2021. 864 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 30 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $6.5K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and held it in 13 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9K in Q2 2021.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.