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Kore Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kore Private Wealth’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$461K Sell
12,673
-953
-7% -$38.8K 0.08% 143
2022
Q2 		$556K Sell
13,626
-10,096
-43% -$449K 0.09% 152
2022
Q1 		$1.14M Buy
23,722
+859
+4% +$41.8K 0.14% 108
2021
Q4 		$1.17M Buy
22,863
+11,369
+99% +$584K 0.14% 110
2021
Q3 		$580K Sell
11,494
-4,424
-28% -$230K 0.06% 216
2021
Q2 		$820K Buy
15,918
+1,829
+13% +$94.4K 0.09% 159
2021
Q1 		$692K Buy
14,089
+5,679
+68% +$277K 0.09% 154
2020
Q4 		$397K Hold
8,410
– – 0.06% 190
2020
Q3 		$344K Buy
8,410
+2,682
+47% +$110K 0.07% 176
2020
Q2 		$222K Sell
5,728
-107,926
-95% -$3.94M 0.05% 217
2020
Q1 		$3.79M Sell
113,654
-3,156
-3% -$127K 0.91% 26
2019
Q4 		$5.15M Buy
116,810
+340
+0.3% +$14.5K 0.98% 28
2019
Q3 		$4.74M Sell
116,470
-663
-0.6% -$27.1K 1.07% 26
2019
Q2 		$4.89M Sell
117,133
-509
-0.4% -$21K 1.1% 25
2019
Q1 		$4.83M Buy
117,642
+112,207
+2,065% +$4.48M 1.09% 26
2018
Q4 		$202K Buy
+5,435
New +$215K 0.06% 199

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kore Private Wealth's VEA Position: Q3 2022 in Review

Kore Private Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7% in Q3 2022, selling an estimated $38.8K and leaving 12,673 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #143.

Kore Private Wealth first reported a position in VEA in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.15M in Q4 2019. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Kore Private Wealth held 12,673 shares of Vanguard FTSE Developed Markets ETF worth $461K as of Q3 2022.
  • Kore Private Wealth sold 953 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $38.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of Kore Private Wealth's portfolio in Q3 2022, its #143 holding.
  • Kore Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $5.15M in Q4 2019.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.