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

LifePlan Financial Group’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
2020 Q3	$12K	Buy	+150	New	+$12K	0.01%	396
2018 Q4	–	Sell	-12	Closed	-$893	–	565
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	530
2018 Q2	$1K	Sell	12 -1	-8%	-$76	﹤0.01%	513
2018 Q1	$1K	Buy	+13	New	+$1.02K	﹤0.01%	505

Other funds holding VWOB

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LifePlan Financial Group's VWOB Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in Vanguard Emerging Markets Government Bond ETF (VWOB) in Q3 2020: 150 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: LifePlan Financial Group previously reported a position in VWOB as recently as Q3 2018.

LifePlan Financial Group first reported a position in VWOB in Q1 2018 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold VWOB as of Q3 2020.

LifePlan Financial Group held 150 shares of Vanguard Emerging Markets Government Bond ETF worth $12K as of Q3 2020.
Vanguard Emerging Markets Government Bond ETF was a new LifePlan Financial Group position in Q3 2020.
Vanguard Emerging Markets Government Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #396 holding.
LifePlan Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2018 and has held it in 4 quarters since.
178 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.