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Marcum Wealth’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Marcum Wealth’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
Q1 		– Sell
-2,460
Closed -$200K – 108
2019
Q4 		$200K Buy
+2,460
New +$198K 0.07% 100

Other funds holding VWOB

Betterment LLC
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marcum Wealth's VWOB Position: Q1 2020 in Review

Marcum Wealth sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2020, closing a stake of 2,460 shares — an estimated $200K sold.

Marcum Wealth first reported a position in VWOB in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 167 funds tracked by Wall St. Rank hold VWOB as of Q1 2020.

  • Marcum Wealth reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Marcum Wealth sold 2,460 Vanguard Emerging Markets Government Bond ETF shares in Q1 2020, an estimated $200K.
  • Marcum Wealth first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2019 and held it in 1 quarter.
  • Marcum Wealth's Vanguard Emerging Markets Government Bond ETF position peaked at $200K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2020.

Based on Marcum Wealth's 13F filing for Q1 2020, filed 14 May 2020.