Belpointe Asset Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Belpointe Asset 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	–	Sell	-4,048	Closed	-$239K	–	770
2023 Q3	$239K	Buy	+4,048	New	+$248K	0.02%	549
2023 Q2	–	Sell	-1,454	Closed	-$90.6K	–	3339
2023 Q1	$90.6K	Sell	1,454 -2,037	-58%	-$127K	﹤0.01%	1367
2022 Q4	$213K	Sell	3,491 -1,870	-35%	-$112K	0.01%	873
2022 Q3	$308K	Buy	5,361 +321	+6%	+$19.8K	0.02%	678
2022 Q2	$309K	Sell	5,040 -1,360	-21%	-$88.1K	0.02%	668
2022 Q1	$447K	Sell	6,400 -12,430	-66%	-$900K	0.03%	576
2021 Q4	$1.46M	Sell	18,830 -1,048	-5%	-$81.3K	0.09%	224
2021 Q3	$1.56M	Sell	19,878 -417	-2%	-$33.3K	0.11%	199
2021 Q2	$1.62M	Buy	20,295 +15,262	+303%	+$1.21M	0.12%	192
2021 Q1	$390K	Buy	5,033 +983	+24%	+$78.2K	0.03%	510
2020 Q4	$334K	Buy	+4,050	New	+$326K	0.03%	519

Other funds holding VWOB

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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 $27.8B AUM 39.42% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Belpointe Asset Management's VWOB Position: Q4 2023 in Review

Belpointe Asset Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2023, closing a stake of 4,048 shares — an estimated $239K sold.

Belpointe Asset Management first reported a position in VWOB in Q4 2020 and held it in 11 quarters. The position peaked at $1.62M in Q2 2021. 337 funds tracked by Wall St. Rank hold VWOB as of Q4 2023.

Belpointe Asset Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,048 Vanguard Emerging Markets Government Bond ETF shares in Q4 2023, an estimated $239K.
Belpointe Asset Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2020 and held it in 11 quarters.
Belpointe Asset Management's Vanguard Emerging Markets Government Bond ETF position peaked at $1.62M in Q2 2021.
337 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.