Kore Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.19M	Buy	18,849 +637	+3%	+$233K	1.12%	21
2022 Q2	$6.32M	Buy	18,212 +10,280	+130%	+$3.87M	0.97%	23
2022 Q1	$3.29M	Buy	7,932 +3,893	+96%	+$1.59M	0.41%	55
2021 Q4	$1.76M	Buy	4,039 +185	+5%	+$78.1K	0.21%	80
2021 Q3	$1.52M	Sell	3,854 -6,492	-63%	-$2.63M	0.16%	109
2021 Q2	$4.07M	Sell	10,346 -3,264	-24%	-$1.25M	0.46%	43
2021 Q1	$4.96M	Sell	13,610 -4,010	-23%	-$1.42M	0.67%	30
2020 Q4	$6.06M	Buy	17,620 +8,358	+90%	+$2.72M	0.93%	25
2020 Q3	$2.85M	Sell	9,262 -93	-1%	-$28.3K	0.55%	39
2020 Q2	$2.65M	Sell	9,355 -1,827	-16%	-$492K	0.54%	43
2020 Q1	$2.65M	Sell	11,182 -2,246	-17%	-$629K	0.63%	39
2019 Q4	$3.97M	Buy	13,428 +2,867	+27%	+$811K	0.75%	35
2019 Q3	$2.84M	Sell	10,561 -100	-0.9%	-$27.1K	0.64%	39
2019 Q2	$2.87M	Sell	10,661 -7,150	-40%	-$1.89M	0.65%	40
2019 Q1	$4.62M	Buy	17,811 +4,895	+38%	+$1.22M	1.04%	28
2018 Q4	$2.97M	Buy	+12,916	New	+$3.2M	0.82%	35

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Kore Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q3 2022, buying an estimated $233K and bringing the position to 18,849 shares worth $6.19M. The position accounts for 1.12% of the portfolio, ranked #21.

Kore Private Wealth first reported a position in VOO in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.32M in Q2 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Kore Private Wealth held 18,849 shares of Vanguard S&P 500 ETF worth $6.19M as of Q3 2022.
Kore Private Wealth bought 637 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $233K.
Vanguard S&P 500 ETF made up 1.12% of Kore Private Wealth's portfolio in Q3 2022, its #21 holding.
Kore Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Vanguard S&P 500 ETF position peaked at $6.32M in Q2 2022.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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