Kore Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Kore Private Wealth’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.39M	Sell	29,797 -2,673	-8%	-$250K	0.43%	52
2022 Q2	$2.96M	Sell	32,470 -891	-3%	-$88.8K	0.46%	52
2022 Q1	$3.62M	Sell	33,361 -5,008	-13%	-$530K	0.45%	52
2021 Q4	$4.45M	Buy	38,369 +26,869	+234%	+$2.93M	0.54%	38
2021 Q3	$1.17M	Buy	11,500 +1,313	+13%	+$139K	0.12%	132
2021 Q2	$1.04M	Buy	10,187 +1,682	+20%	+$167K	0.12%	136
2021 Q1	$781K	Buy	8,505 +3,632	+75%	+$319K	0.11%	134
2020 Q4	$414K	Buy	4,873 +1,253	+35%	+$104K	0.06%	185
2020 Q3	$286K	Buy	3,620 +10	+0.3%	+$803	0.06%	199
2020 Q2	$283K	Buy	3,610 +50	+1%	+$3.79K	0.06%	187
2020 Q1	$249K	Sell	3,560 -417	-10%	-$36.6K	0.06%	181
2019 Q4	$369K	Buy	3,977 +44	+1%	+$4.08K	0.07%	172
2019 Q3	$363K	Buy	3,933 +159	+4%	+$14.4K	0.08%	157
2019 Q2	$330K	Buy	3,774 +923	+32%	+$80.8K	0.07%	164
2019 Q1	$250K	Buy	2,851 +539	+23%	+$44.5K	0.06%	177
2018 Q4	$172K	Buy	+2,312	New	+$182K	0.05%	216

Other funds holding VNQ

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kore Private Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 8.2% in Q3 2022, selling an estimated $250K and leaving 29,797 shares worth $2.39M. The position accounts for 0.43% of the portfolio, ranked #52.

Kore Private Wealth first reported a position in VNQ in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.45M in Q4 2021. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Kore Private Wealth held 29,797 shares of Vanguard Real Estate ETF worth $2.39M as of Q3 2022.
Kore Private Wealth sold 2,673 Vanguard Real Estate ETF shares in Q3 2022, an estimated $250K.
Vanguard Real Estate ETF made up 0.43% of Kore Private Wealth's portfolio in Q3 2022, its #52 holding.
Kore Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Vanguard Real Estate ETF position peaked at $4.45M in Q4 2021.
1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

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