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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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return