Upper Left Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Upper Left Wealth Management’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 Q3	–	Sell	-4,451	Closed	-$280K	–	65
2024 Q2	$280K	Sell	4,451 -326	-7%	-$20.6K	0.25%	54
2024 Q1	$305K	Sell	4,777 -3,020	-39%	-$190K	0.28%	51
2023 Q4	$497K	Sell	7,797 -74	-0.9%	-$4.46K	0.49%	43
2023 Q3	$466K	Sell	7,871 -242	-3%	-$14.8K	0.48%	37
2023 Q2	$505K	Sell	8,113 -35	-0.4%	-$2.15K	0.56%	37
2023 Q1	$508K	Buy	8,148 +545	+7%	+$33.8K	0.58%	36
2022 Q4	$464K	Buy	7,603 +2,404	+46%	+$144K	0.55%	39
2022 Q3	$304K	Sell	5,199 -223	-4%	-$13.7K	0.4%	44
2022 Q2	$332K	Sell	5,422 -2,426	-31%	-$157K	0.38%	46
2022 Q1	$549K	Buy	7,848 +64	+0.8%	+$4.63K	0.57%	39
2021 Q4	$604K	Buy	+7,784	New	+$604K	0.6%	33

Other funds holding VWOB

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.96% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Upper Left Wealth Management's VWOB Position: Q3 2024 in Review

Upper Left Wealth Management sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q3 2024, closing a stake of 4,451 shares — an estimated $280K sold.

Upper Left Wealth Management first reported a position in VWOB in Q4 2021 and held it in 11 quarters. The position peaked at $604K in Q4 2021. 362 funds tracked by Wall St. Rank hold VWOB as of Q3 2024.

Upper Left Wealth Management reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q3 2024 after selling out during the quarter.
Upper Left Wealth Management sold 4,451 Vanguard Emerging Markets Government Bond ETF shares in Q3 2024, an estimated $280K.
Upper Left Wealth Management first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2021 and held it in 11 quarters.
Upper Left Wealth Management's Vanguard Emerging Markets Government Bond ETF position peaked at $604K in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2024.

Based on Upper Left Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.