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MAWCM
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
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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