Mine & Arao Wealth Creation & Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-100	Closed	-$4.56K	–	348
2024 Q1	$4.56K	Hold	100	–	–	﹤0.01%	251
2023 Q4	$4.64K	Hold	100	–	–	﹤0.01%	258
2023 Q3	$4.38K	Hold	100	–	–	﹤0.01%	256
2023 Q2	$4.6K	Hold	100	–	–	﹤0.01%	267
2023 Q1	$4.66K	Hold	100	–	–	﹤0.01%	269
2022 Q4	$4.55K	Hold	100	–	–	﹤0.01%	268
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	284
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	277
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	276
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	278
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	255
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	249
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	238
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	240
2020 Q3	$5K	Sell	100 -113	-53%	-$6.14K	﹤0.01%	229
2020 Q2	$12K	Hold	213	–	–	0.01%	181
2020 Q1	$12K	Hold	213	–	–	0.01%	176
2019 Q4	$11K	Buy	+213	New	+$11.3K	0.01%	196

Other funds holding VMBS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 100 shares — an estimated $4.56K sold.

Mine & Arao Wealth Creation & Management first reported a position in VMBS in Q4 2019 and held it in 18 quarters. The position peaked at $12K in Q2 2020. 585 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 100 Vanguard Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $4.56K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Mortgage-Backed Securities ETF position peaked at $12K in Q2 2020.
585 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

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