Sowell Financial Services’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Sowell Financial Services’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	-16,694	Closed	-$1.04M	–	839
2023 Q1	$1.04M	Buy	+16,694	New	+$1.04M	0.08%	285
2022 Q1	–	Sell	-13,218	Closed	-$1.03M	–	520
2021 Q4	$1.03M	Sell	13,218 -3,649	-22%	-$283K	0.06%	328
2021 Q3	$1.32M	Buy	16,867 +6,699	+66%	+$534K	0.09%	253
2021 Q2	$812K	Buy	10,168 +1,155	+13%	+$91.3K	0.05%	346
2021 Q1	$712K	Buy	9,013 +8,551	+1,851%	+$680K	0.02%	517
2020 Q4	$38K	Buy	462 +68	+17%	+$5.47K	﹤0.01%	1504
2020 Q3	$31K	Buy	+394	New	+$31.5K	﹤0.01%	1376
2020 Q2	–	Sell	-8,124	Closed	-$572K	–	2682
2020 Q1	$572K	Sell	8,124 -1,262	-13%	-$99.3K	0.04%	365
2019 Q4	$764K	Sell	9,386 -6,567	-41%	-$528K	0.06%	328
2019 Q3	$1.29M	Buy	+15,953	New	+$1.29M	0.11%	204

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

Sowell Financial Services's VWOB Position: Q2 2023 in Review

Sowell Financial Services sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q2 2023, closing a stake of 16,694 shares — an estimated $1.04M sold.

Sowell Financial Services first reported a position in VWOB in Q3 2019 and held it in 10 quarters. The position peaked at $1.32M in Q3 2021. 297 funds tracked by Wall St. Rank hold VWOB as of Q2 2023.

Sowell Financial Services reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 16,694 Vanguard Emerging Markets Government Bond ETF shares in Q2 2023, an estimated $1.04M.
Sowell Financial Services first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's Vanguard Emerging Markets Government Bond ETF position peaked at $1.32M in Q3 2021.
297 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.