Mine & Arao Wealth Creation & Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-118	Closed	-$56.6K	–	351
2024 Q1	$56.6K	Buy	118 +2	+2%	+$915	0.03%	140
2023 Q4	$50.5K	Buy	116 +1	+0.9%	+$409	0.03%	141
2023 Q3	$45.3K	Hold	115	–	–	0.03%	139
2023 Q2	$46.9K	Hold	115	–	–	0.03%	143
2023 Q1	$43.3K	Buy	115 +10	+10%	+$3.67K	0.03%	149
2022 Q4	$36.9K	Buy	105 +1	+1%	+$353	0.03%	150
2022 Q3	$34K	Buy	104 +1	+1%	+$365	0.03%	150
2022 Q2	$36K	Buy	103 +4	+4%	+$1.51K	0.03%	150
2022 Q1	$41K	Buy	99 +9	+10%	+$3.68K	0.02%	158
2021 Q4	$39K	Buy	90 +10	+13%	+$4.22K	0.02%	165
2021 Q3	$32K	Hold	80	–	–	0.02%	175
2021 Q2	$31K	Hold	80	–	–	0.02%	171
2021 Q1	$29K	Hold	80	–	–	0.02%	166
2020 Q4	$27K	Hold	80	–	–	0.02%	161
2020 Q3	$25K	Hold	80	–	–	0.02%	154
2020 Q2	$23K	Hold	80	–	–	0.02%	148
2020 Q1	$19K	Sell	80 -174	-69%	-$48.8K	0.02%	149
2019 Q4	$75K	Buy	+254	New	+$71.8K	0.07%	101

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Mine & Arao Wealth Creation & Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 118 shares — an estimated $56.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in VOO in Q4 2019 and held it in 18 quarters. The position peaked at $75K in Q4 2019. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 118 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $56.6K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard S&P 500 ETF position peaked at $75K in Q4 2019.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

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