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

Lee Financial’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	-119	Closed	-$7.26K	–	960
2022 Q4	$7.26K	Hold	119	–	–	﹤0.01%	503
2022 Q3	$7K	Hold	119	–	–	﹤0.01%	501
2022 Q2	$7K	Sell	119 -15	-11%	-$972	﹤0.01%	516
2022 Q1	$9K	Hold	134	–	–	﹤0.01%	459
2021 Q4	$10K	Hold	134	–	–	﹤0.01%	506
2021 Q3	$10K	Hold	134	–	–	﹤0.01%	430
2021 Q2	$11K	Buy	+134	New	+$10.6K	﹤0.01%	399

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

Lee Financial's VWOB Position: Q1 2023 in Review

Lee Financial sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2023, closing a stake of 119 shares — an estimated $7.26K sold.

Lee Financial first reported a position in VWOB in Q2 2021 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 302 funds tracked by Wall St. Rank hold VWOB as of Q1 2023.

Lee Financial reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 119 Vanguard Emerging Markets Government Bond ETF shares in Q1 2023, an estimated $7.26K.
Lee Financial first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2021 and held it in 7 quarters.
Lee Financial's Vanguard Emerging Markets Government Bond ETF position peaked at $11K in Q2 2021.
302 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.