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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-327	Closed	-$51.8K	–	344
2023 Q1	$51.8K	Hold	327	–	–	0.03%	142
2022 Q4	$51.9K	Hold	327	–	–	0.04%	135
2022 Q3	$47K	Hold	327	–	–	0.03%	137
2022 Q2	$49K	Buy	327 +2	+0.6%	+$328	0.03%	139
2022 Q1	$57K	Hold	325	–	–	0.03%	139
2021 Q4	$58K	Hold	325	–	–	0.03%	143
2021 Q3	$55K	Hold	325	–	–	0.03%	140
2021 Q2	$56K	Hold	325	–	–	0.03%	143
2021 Q1	$54K	Hold	325	–	–	0.04%	137
2020 Q4	$46K	Hold	325	–	–	0.03%	134
2020 Q3	$36K	Hold	325	–	–	0.03%	133
2020 Q2	$35K	Hold	325	–	–	0.03%	131
2020 Q1	$29K	Buy	+325	New	+$39.4K	0.03%	135

Other funds holding VBR

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

Betterment LLC New York $52.8B AUM 15.34% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2023, closing a stake of 327 shares — an estimated $51.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in VBR in Q1 2020 and held it in 13 quarters. The position peaked at $58K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2023.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 327 Vanguard Small-Cap Value ETF shares in Q2 2023, an estimated $51.8K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2020 and held it in 13 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Small-Cap Value ETF position peaked at $58K in Q4 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2023.

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