Selective Wealth Management, Inc. Vanguard Emerging Mkts Govt Bd Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	N/A	-202 Reduced 26.9%	549 $32,000
Q2 2022 Jul 28, 2022	SELL	N/A	-1 Reduced 0.13%	751 $46,000
Q1 2022 Apr 20, 2022	BUY	N/A	2 Added 0.27%	752 $53,000
Q4 2021 Jan 18, 2022	SELL	N/A	-145 Reduced 16.2%	750 $58,000
Q3 2021 Oct 27, 2021	BUY	N/A	22 Added 2.52%	895 $70,000
Q2 2021 Aug 04, 2021	BUY	N/A	149 Added 20.58%	873 $0
Q1 2021 Apr 09, 2021	BUY	N/A	2 Added 0.28%	724 $56,000
Q4 2020 Jan 22, 2021	BUY	N/A	2 Added 0.28%	722 $59,000
Q3 2020 Oct 21, 2020	BUY	N/A	2 Added 0.28%	720 $57,000
Q2 2020 Jul 15, 2020	BUY	N/A	3 Added 0.42%	718 $56,000
Q1 2020 Apr 16, 2020	BUY	N/A	1 Added 0.14%	715 $51,000
Q4 2019 Jan 10, 2020	SELL	N/A	-215 Reduced 23.14%	714 $58,000
Q3 2019 Oct 29, 2019	SELL	N/A	-3,509 Reduced 79.07%	929 $75,000
Q2 2019 Jul 16, 2019	BUY	N/A	4,438 New	4,438 $357,000

Others Institutions Holding VWOB

# of Institutions

384

Shares Held

63.4M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

13.5M
Shares

$842 Million
0.86% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$709 Million
0.06% of portfolio
Sei Investments CO Oaks, PA

3.29M
Shares

$205 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$156 Million
0.01% of portfolio
Varma Mutual Pension Insurance CO Varma, H9

2.05M
Shares

$128 Million
1.18% of portfolio

About VANGUARD EMERGING MKTS GOVT BD

Ticker VWOB
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