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

Martel Wealth Advisors’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	-8,695	Closed	-$530K	–	51
2022 Q4	$530K	Buy	+8,695	New	+$519K	0.14%	32
2022 Q3	–	Sell	-5,144	Closed	-$399K	–	48
2022 Q2	$399K	Buy	5,144 +244	+5%	+$15.8K	0.11%	37
2022 Q1	$380K	Buy	+4,900	New	+$355K	0.09%	40

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 39.42% 1-Year Est. Return

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

Martel Wealth Advisors's VWOB Position: Q1 2023 in Review

Martel Wealth Advisors sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2023, closing a stake of 8,695 shares — an estimated $530K sold.

Martel Wealth Advisors first reported a position in VWOB in Q1 2022 and held it in 3 quarters. The position peaked at $530K in Q4 2022. 303 funds tracked by Wall St. Rank hold VWOB as of Q1 2023.

Martel Wealth Advisors reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2023 after selling out during the quarter.
Martel Wealth Advisors sold 8,695 Vanguard Emerging Markets Government Bond ETF shares in Q1 2023, an estimated $530K.
Martel Wealth Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2022 and held it in 3 quarters.
Martel Wealth Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $530K in Q4 2022.
303 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2023.

Based on Martel Wealth Advisors's 13F filing for Q1 2023, filed 9 Oct 2024.