Kore Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,392	Closed	-$209K	–	335
2021 Q4	$209K	Buy	+1,392	New	+$204K	0.03%	283
2020 Q3	–	Sell	-81	Closed	-$7K	–	1056
2020 Q2	$7K	Hold	81	–	–	﹤0.01%	863
2020 Q1	$7K	Hold	81	–	–	﹤0.01%	754
2019 Q4	$10K	Buy	+81	New	+$9.33K	﹤0.01%	752
2019 Q2	–	Sell	-81	Closed	-$9K	–	771
2019 Q1	$9K	Sell	81 -284	-78%	-$29.8K	﹤0.01%	650
2018 Q4	$35K	Buy	+365	New	+$38.3K	0.01%	426

Other funds holding VOE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Kore Private Wealth's VOE Position: Q1 2022 in Review

Kore Private Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2022, closing a stake of 1,392 shares — an estimated $209K sold.

Kore Private Wealth first reported a position in VOE in Q4 2018 and held it in 6 quarters. The position peaked at $209K in Q4 2021. 875 funds tracked by Wall St. Rank hold VOE as of Q1 2022.

Kore Private Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Kore Private Wealth sold 1,392 Vanguard Mid-Cap Value ETF shares in Q1 2022, an estimated $209K.
Kore Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 6 quarters.
Kore Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $209K in Q4 2021.
875 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.