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

Whalen 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
2026 Q1	$1.69M	Sell	25,719 -10,118	-28%	-$680K	0.91%	28
2025 Q4	$2.42M	Buy	35,837 +943	+3%	+$63.6K	1.3%	16
2025 Q3	$2.33M	Sell	34,894 -186	-0.5%	-$12.3K	1.36%	18
2025 Q2	$2.29M	Buy	35,080 +3,888	+12%	+$248K	1.44%	12
2025 Q1	$2M	Buy	31,192 +14,561	+88%	+$933K	1.34%	24
2024 Q4	$1.05M	Sell	16,631 -28,680	-63%	-$1.85M	0.73%	25
2024 Q3	$3.01M	Buy	45,311 +14,092	+45%	+$911K	2.13%	11
2024 Q2	$1.96M	Sell	31,219 -112	-0.4%	-$7.07K	1.56%	16
2024 Q1	$2M	Buy	31,331 +14,454	+86%	+$909K	1.48%	11
2023 Q4	$1.08M	Buy	+16,877	New	+$1.02M	0.97%	18

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return