Gradient Investments’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-193	Closed	-$12.1K	–	1281
2024 Q2	$12.1K	Sell	193 -12	-6%	-$757	﹤0.01%	710
2024 Q1	$13.1K	Buy	205 +12	+6%	+$754	﹤0.01%	605
2023 Q4	$12.3K	Sell	193 -17	-8%	-$1.02K	﹤0.01%	800
2023 Q3	$12.4K	Sell	210 -172	-45%	-$10.5K	﹤0.01%	770
2023 Q2	$23.8K	Hold	382	–	–	﹤0.01%	659
2023 Q1	$23.8K	Sell	382 -2	-0.5%	-$124	﹤0.01%	647
2022 Q4	$23.4K	Buy	384 +2	+0.5%	+$119	﹤0.01%	666
2022 Q3	$22K	Hold	382	–	–	﹤0.01%	657
2022 Q2	$23K	Hold	382	–	–	﹤0.01%	624
2022 Q1	$27K	Hold	382	–	–	﹤0.01%	594
2021 Q4	$30K	Hold	382	–	–	﹤0.01%	583
2021 Q3	$30K	Buy	382 +189	+98%	+$15.1K	﹤0.01%	576
2021 Q2	$15K	Hold	193	–	–	﹤0.01%	693
2021 Q1	$15K	Hold	193	–	–	﹤0.01%	683
2020 Q4	$15K	Hold	193	–	–	﹤0.01%	629
2020 Q3	$15K	Hold	193	–	–	﹤0.01%	633
2020 Q2	$15K	Hold	193	–	–	﹤0.01%	585
2020 Q1	$14K	Hold	193	–	–	﹤0.01%	592
2019 Q4	$16K	Hold	193	–	–	﹤0.01%	604
2019 Q3	$16K	Hold	193	–	–	﹤0.01%	562
2019 Q2	$16K	Hold	193	–	–	﹤0.01%	556
2019 Q1	$15K	Sell	193 -2	-1%	-$154	﹤0.01%	494
2018 Q4	$15K	Hold	195	–	–	﹤0.01%	511
2018 Q3	$15K	Hold	195	–	–	﹤0.01%	562
2018 Q2	$15K	Buy	195 +2	+1%	+$153	﹤0.01%	544
2018 Q1	$15K	Hold	193	–	–	﹤0.01%	548
2017 Q4	$15K	Buy	+193	New	+$15.5K	﹤0.01%	523
2017 Q3	–	Sell	-193	Closed	-$15K	–	712
2017 Q2	$15K	Hold	193	–	–	﹤0.01%	432
2017 Q1	$15K	Hold	193	–	–	﹤0.01%	450
2016 Q4	$15K	Hold	193	–	–	﹤0.01%	396
2016 Q3	$16K	Hold	193	–	–	﹤0.01%	388
2016 Q2	$15K	Buy	+193	New	+$15K	﹤0.01%	378

Other funds holding VWOB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Gradient Investments's VWOB Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q3 2024, closing a stake of 193 shares — an estimated $12.1K sold.

Gradient Investments first reported a position in VWOB in Q2 2016 and held it in 32 quarters. The position peaked at $30K in Q4 2021. 362 funds tracked by Wall St. Rank hold VWOB as of Q3 2024.

Gradient Investments reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 193 Vanguard Emerging Markets Government Bond ETF shares in Q3 2024, an estimated $12.1K.
Gradient Investments first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2016 and held it in 32 quarters.
Gradient Investments's Vanguard Emerging Markets Government Bond ETF position peaked at $30K in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.