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

Octavia 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 Q2	–	Sell	-4,597	Closed	-$286K	–	198
2023 Q1	$286K	Sell	4,597 -3,208	-41%	-$199K	0.06%	136
2022 Q4	$476K	Sell	7,805 -179	-2%	-$10.7K	0.12%	93
2022 Q3	$459K	Sell	7,984 -507	-6%	-$31.2K	0.12%	93
2022 Q2	$522K	Sell	8,491 -102,598	-92%	-$6.65M	0.14%	91
2022 Q1	$7.76M	Buy	111,089 +5,431	+5%	+$393K	1.72%	21
2021 Q4	$8.21M	Buy	105,658 +16,816	+19%	+$1.3M	1.77%	20
2021 Q3	$6.94M	Buy	88,842 +30,372	+52%	+$2.42M	1.77%	19
2021 Q2	$4.67M	Buy	58,470 +8,416	+17%	+$665K	1.23%	24
2021 Q1	$3.88M	Buy	50,054 +20,566	+70%	+$1.64M	1.15%	23
2020 Q4	$2.43M	Buy	+29,488	New	+$2.37M	0.79%	24

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

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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Octavia Wealth Advisors's VWOB Position: Q2 2023 in Review

Octavia Wealth Advisors sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q2 2023, closing a stake of 4,597 shares — an estimated $286K sold.

Octavia Wealth Advisors first reported a position in VWOB in Q4 2020 and held it in 10 quarters. The position peaked at $8.21M in Q4 2021. 297 funds tracked by Wall St. Rank hold VWOB as of Q2 2023.

Octavia Wealth Advisors reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q2 2023 after selling out during the quarter.
Octavia Wealth Advisors sold 4,597 Vanguard Emerging Markets Government Bond ETF shares in Q2 2023, an estimated $286K.
Octavia Wealth Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2020 and held it in 10 quarters.
Octavia Wealth Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $8.21M in Q4 2021.
297 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2023.

Based on Octavia Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.