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Wells Financial Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Wells Financial 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
2024
Q3 		– Sell
-6,107
Closed -$384K – 111
2024
Q2 		$384K Buy
+6,107
New +$385K 0.25% 41

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VMPIC
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Betterment LLC
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Ameriprise
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Bank of New York Mellon
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Envestnet Asset Management
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UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Wells Financial Advisors's VWOB Position: Q3 2024 in Review

Wells Financial Advisors sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q3 2024, closing a stake of 6,107 shares — an estimated $384K sold.

Wells Financial Advisors first reported a position in VWOB in Q2 2024 and held it in 1 quarter. The position peaked at $384K in Q2 2024. 362 funds tracked by Wall St. Rank hold VWOB as of Q3 2024.

  • Wells Financial Advisors reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 6,107 Vanguard Emerging Markets Government Bond ETF shares in Q3 2024, an estimated $384K.
  • Wells Financial Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wells Financial Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $384K in Q2 2024.
  • 362 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.