Mine & Arao Wealth Creation & Management, Llc. Vanguard Dividend Appreciation Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	BUY	N/A	1 Added 0.23%	436 $67,000
Q2 2021 Aug 09, 2021	BUY	N/A	1 Added 0.23%	435 $67,000
Q4 2020 Feb 08, 2021	BUY	N/A	2 Added 0.46%	434 $61,000
Q3 2020 Nov 13, 2020	BUY	N/A	1 Added 0.23%	432 $56,000
Q2 2020 Aug 04, 2020	BUY	N/A	1 Added 0.23%	431 $50,000
Q4 2019 Feb 12, 2020	BUY	N/A	430 New	430 $54,000

Others Institutions Holding VIG

# of Institutions

2,300

Shares Held

199M

Call Options Held

552K

Put Options Held

347K

Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.82M
Shares

$1.24 Billion
3.86% of portfolio

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