Financial Advocates Investment Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Financial Advocates Investment 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 Q4	–	Sell	-12,504	Closed	-$830K	–	820
2024 Q3	$830K	Sell	12,504 -1,377	-10%	-$89.1K	0.05%	340
2024 Q2	$873K	Buy	13,881 +234	+2%	+$14.8K	0.05%	319
2024 Q1	$871K	Buy	13,647 +398	+3%	+$25K	0.05%	334
2023 Q4	$845K	Buy	13,249 +1,578	+14%	+$95.1K	0.06%	319
2023 Q3	$690K	Sell	11,671 -318	-3%	-$19.5K	0.05%	343
2023 Q2	$747K	Buy	+11,989	New	+$738K	0.05%	318
2022 Q1	–	Sell	-114,456	Closed	-$395K	–	822
2021 Q4	$395K	Buy	+114,456	New	+$8.88M	0.02%	550

Other funds holding VWOB

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $18.9B AUM 32.3% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Advocates Investment Management's VWOB Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2024, closing a stake of 12,504 shares — an estimated $830K sold.

Financial Advocates Investment Management first reported a position in VWOB in Q4 2021 and held it in 7 quarters. The position peaked at $873K in Q2 2024. 389 funds tracked by Wall St. Rank hold VWOB as of Q4 2024.

Financial Advocates Investment Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 12,504 Vanguard Emerging Markets Government Bond ETF shares in Q4 2024, an estimated $830K.
Financial Advocates Investment Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2021 and held it in 7 quarters.
Financial Advocates Investment Management's Vanguard Emerging Markets Government Bond ETF position peaked at $873K in Q2 2024.
389 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.