Kore Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-142	Closed	-$23K	–	1057
2020 Q2	$23K	Hold	142	–	–	﹤0.01%	625
2020 Q1	$18K	Hold	142	–	–	﹤0.01%	609
2019 Q4	$23K	Buy	+142	New	+$21.7K	﹤0.01%	612
2019 Q2	–	Sell	-142	Closed	-$20K	–	772
2019 Q1	$20K	Buy	+142	New	+$19.1K	﹤0.01%	510

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kore Private Wealth's VOT Position: Q3 2020 in Review

Kore Private Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 142 shares — an estimated $23K sold.

Kore Private Wealth first reported a position in VOT in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2020. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

Kore Private Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 142 Vanguard Mid-Cap Growth ETF shares in Q3 2020, an estimated $23K.
Kore Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's Vanguard Mid-Cap Growth ETF position peaked at $23K in Q2 2020.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.