Elevation Wealth Partners’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Elevation Wealth Partners’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 Q2	–	Sell	-1,195	Closed	-$76.3K	–	541
2024 Q1	$76.3K	Sell	1,195 -660	-36%	-$41.5K	0.04%	187
2023 Q4	$110K	Hold	1,855	–	–	0.07%	144
2023 Q3	$110K	Sell	1,855 -1,058	-36%	-$64.8K	0.09%	86
2023 Q2	$181K	Sell	2,913 -100	-3%	-$6.16K	0.15%	68
2023 Q1	$188K	Buy	+3,013	New	+$187K	0.17%	64

Other funds holding VWOB

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Elevation Wealth Partners's VWOB Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q2 2024, closing a stake of 1,195 shares — an estimated $76.3K sold.

Elevation Wealth Partners first reported a position in VWOB in Q1 2023 and held it in 5 quarters. The position peaked at $188K in Q1 2023. 345 funds tracked by Wall St. Rank hold VWOB as of Q2 2024.

Elevation Wealth Partners reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q2 2024 after selling out during the quarter.
Elevation Wealth Partners sold 1,195 Vanguard Emerging Markets Government Bond ETF shares in Q2 2024, an estimated $76.3K.
Elevation Wealth Partners first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2023 and held it in 5 quarters.
Elevation Wealth Partners's Vanguard Emerging Markets Government Bond ETF position peaked at $188K in Q1 2023.
345 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.