Sage Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Sage Financial Group’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	-5,000	Closed	-$332K	–	105
2024 Q3	$332K	Hold	5,000	–	–	0.03%	85
2024 Q2	$315K	Hold	5,000	–	–	0.03%	85
2024 Q1	$319K	Hold	5,000	–	–	0.03%	86
2023 Q4	$319K	Hold	5,000	–	–	0.03%	84
2023 Q3	$296K	Hold	5,000	–	–	0.03%	83
2023 Q2	$311K	Hold	5,000	–	–	0.03%	80
2023 Q1	$312K	Sell	5,000 -2,800	-36%	-$174K	0.04%	82
2022 Q4	$476K	Buy	7,800 +2,800	+56%	+$167K	0.06%	64
2022 Q3	$287K	Buy	+5,000	New	+$308K	0.04%	75

Other funds holding VWOB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Financial Group's VWOB Position: Q4 2024 in Review

Sage Financial Group sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2024, closing a stake of 5,000 shares — an estimated $332K sold.

Sage Financial Group first reported a position in VWOB in Q3 2022 and held it in 9 quarters. The position peaked at $476K in Q4 2022. 390 funds tracked by Wall St. Rank hold VWOB as of Q4 2024.

Sage Financial Group reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Financial Group sold 5,000 Vanguard Emerging Markets Government Bond ETF shares in Q4 2024, an estimated $332K.
Sage Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2022 and held it in 9 quarters.
Sage Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $476K in Q4 2022.
390 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2024.

Based on Sage Financial Group's 13F filing for Q4 2024, filed 23 Jan 2025.