Financial Perspectives’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Financial Perspectives’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	-595	Closed	-$39.5K	–	735
2024 Q3	$39.5K	Hold	595	–	–	0.01%	307
2024 Q2	$37.4K	Hold	595	–	–	0.01%	307
2024 Q1	$38K	Hold	595	–	–	0.01%	305
2023 Q4	$37.9K	Hold	595	–	–	0.02%	299
2023 Q3	$35.2K	Hold	595	–	–	0.02%	288
2023 Q2	$37.1K	Hold	595	–	–	0.02%	291
2023 Q1	$37.1K	Hold	595	–	–	0.02%	289
2022 Q4	$36.3K	Sell	595 -1,711	-74%	-$102K	0.02%	284
2022 Q3	$133K	Sell	2,306 -4,136	-64%	-$255K	0.07%	149
2022 Q2	$395K	Hold	6,442	–	–	0.22%	65
2022 Q1	$450K	Hold	6,442	–	–	0.21%	68
2021 Q4	$500K	Hold	6,442	–	–	0.24%	61
2021 Q3	$504K	Hold	6,442	–	–	0.25%	61
2021 Q2	$514K	Sell	6,442 -492,813	-99%	-$39M	0.25%	66
2021 Q1	$6.44M	Buy	499,255 +492,813	+7,650%	+$39.2M	0.32%	57
2020 Q4	$530K	Hold	6,442	–	–	0.3%	55
2020 Q3	$508K	Hold	6,442	–	–	0.33%	46
2020 Q2	$501K	Buy	+6,442	New	+$477K	0.36%	43

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 $1.56T AUM 27.86% 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

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 $544B AUM 28.31% 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

Financial Perspectives's VWOB Position: Q4 2024 in Review

Financial Perspectives sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2024, closing a stake of 595 shares — an estimated $39.5K sold.

Financial Perspectives first reported a position in VWOB in Q2 2020 and held it in 18 quarters. The position peaked at $6.44M in Q1 2021. 389 funds tracked by Wall St. Rank hold VWOB as of Q4 2024.

Financial Perspectives reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2024 after selling out during the quarter.
Financial Perspectives sold 595 Vanguard Emerging Markets Government Bond ETF shares in Q4 2024, an estimated $39.5K.
Financial Perspectives first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2020 and held it in 18 quarters.
Financial Perspectives's Vanguard Emerging Markets Government Bond ETF position peaked at $6.44M in Q1 2021.
389 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2024.

Based on Financial Perspectives's 13F filing for Q4 2024, filed 3 Feb 2025.