H&H Retirement Design & Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-4,017	Closed	-$253K	–	96
2022 Q4	$253K	Sell	4,017 -374	-9%	-$22.3K	0.21%	65
2022 Q3	$248K	Sell	4,391 -70	-2%	-$4.31K	0.23%	64
2022 Q2	$280K	Buy	+4,461	New	+$289K	0.2%	66

Other funds holding VWOB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

H&H Retirement Design & Management's VWOB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2023, closing a stake of 4,017 shares — an estimated $253K sold.

H&H Retirement Design & Management first reported a position in VWOB in Q2 2022 and held it in 3 quarters. The position peaked at $280K in Q2 2022. 302 funds tracked by Wall St. Rank hold VWOB as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 4,017 Vanguard Emerging Markets Government Bond ETF shares in Q1 2023, an estimated $253K.
H&H Retirement Design & Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2022 and held it in 3 quarters.
H&H Retirement Design & Management's Vanguard Emerging Markets Government Bond ETF position peaked at $280K in Q2 2022.
302 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.