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

Pasadena Private 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
2024
Q1 		– Sell
-7,957
Closed -$507K – 162
2023
Q4 		$507K Sell
7,957
-80,654
-91% -$4.86M 0.12% 78
2023
Q3 		$5.24M Buy
88,611
+10,064
+13% +$616K 1.57% 17
2023
Q2 		$4.89M Buy
+78,547
New +$4.84M 1.38% 17

Other funds holding VWOB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Pasadena Private Wealth's VWOB Position: Q1 2024 in Review

Pasadena Private Wealth sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2024, closing a stake of 7,957 shares — an estimated $507K sold.

Pasadena Private Wealth first reported a position in VWOB in Q2 2023 and held it in 3 quarters. The position peaked at $5.24M in Q3 2023. 334 funds tracked by Wall St. Rank hold VWOB as of Q1 2024.

  • Pasadena Private Wealth reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pasadena Private Wealth sold 7,957 Vanguard Emerging Markets Government Bond ETF shares in Q1 2024, an estimated $507K.
  • Pasadena Private Wealth first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2023 and held it in 3 quarters.
  • Pasadena Private Wealth's Vanguard Emerging Markets Government Bond ETF position peaked at $5.24M in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2024.

Based on Pasadena Private Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.