Baystate Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Baystate Wealth Management’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$36.7K	Buy	576 +337	+141%	+$20.3K	﹤0.01%	429
2023 Q3	$14.1K	Buy	239 +231	+2,888%	+$14.1K	﹤0.01%	520
2023 Q2	$498	Buy	+8	New	+$492	﹤0.01%	975
2022 Q4	–	Sell	-20	Closed	-$1K	–	989
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	868
2022 Q2	$1K	Buy	+20	New	+$1.29K	﹤0.01%	883
2021 Q4	–	Sell	-10	Closed	-$1K	–	985
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	815
2021 Q2	$1K	Buy	+10	New	+$790	﹤0.01%	781

Other funds holding VWOB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's VWOB Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 141% in Q4 2023, buying an estimated $20.3K and bringing the position to 576 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Baystate Wealth Management first reported a position in VWOB in Q2 2021 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold VWOB as of Q4 2023.

Baystate Wealth Management held 576 shares of Vanguard Emerging Markets Government Bond ETF worth $36.7K as of Q4 2023.
Baystate Wealth Management bought 337 Vanguard Emerging Markets Government Bond ETF shares in Q4 2023, an estimated $20.3K.
Vanguard Emerging Markets Government Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #429 holding.
Baystate Wealth Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2021 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.