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

BKM 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
2024
Q1 		– Sell
-244
Closed -$15.6K – 555
2023
Q4 		$15.6K Buy
+244
New +$14.7K 0.01% 411

Other funds holding VWOB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

BKM Wealth Management's VWOB Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2024, closing a stake of 244 shares — an estimated $15.6K sold.

BKM Wealth Management first reported a position in VWOB in Q4 2023 and held it in 1 quarter. The position peaked at $15.6K in Q4 2023. 334 funds tracked by Wall St. Rank hold VWOB as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 244 Vanguard Emerging Markets Government Bond ETF shares in Q1 2024, an estimated $15.6K.
  • BKM Wealth Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard Emerging Markets Government Bond ETF position peaked at $15.6K in Q4 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.