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Mount Yale Investment Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Mount Yale Investment 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
2024
Q4 		– Sell
-3,493
Closed -$232K – 621
2024
Q3 		$232K Buy
+3,493
New +$226K 0.02% 498

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's VWOB Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2024, closing a stake of 3,493 shares — an estimated $232K sold.

Mount Yale Investment Advisors first reported a position in VWOB in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 389 funds tracked by Wall St. Rank hold VWOB as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,493 Vanguard Emerging Markets Government Bond ETF shares in Q4 2024, an estimated $232K.
  • Mount Yale Investment Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2024 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $232K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.