Kore Private Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,586	Closed	-$310K	–	346
2022 Q1	$310K	Sell	2,586 -373	-13%	-$45.7K	0.04%	235
2021 Q4	$401K	Sell	2,959 -23,062	-89%	-$3.21M	0.05%	199
2021 Q3	$3.66M	Buy	26,021 +5,634	+28%	+$819K	0.39%	52
2021 Q2	$2.93M	Buy	20,387 +8,570	+73%	+$1.18M	0.33%	58
2021 Q1	$1.54M	Buy	11,817 +7,738	+190%	+$986K	0.21%	84
2020 Q4	$490K	Buy	4,079 +470	+13%	+$52.4K	0.08%	169
2020 Q3	$368K	Buy	3,609 +65	+2%	+$6.6K	0.07%	168
2020 Q2	$329K	Buy	3,544 +2,181	+160%	+$193K	0.07%	171
2020 Q1	$104K	Buy	1,363 +1,096	+410%	+$99K	0.02%	307
2019 Q4	$25K	Sell	267 -3,955	-94%	-$357K	﹤0.01%	595
2019 Q3	$362K	Buy	+4,222	New	+$372K	0.08%	158
2019 Q1	–	Sell	-11,620	Closed	-$861K	–	983
2018 Q4	$861K	Buy	+11,620	New	+$928K	0.24%	84

Other funds holding VOX

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kore Private Wealth's VOX Position: Q2 2022 in Review

Kore Private Wealth sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 2,586 shares — an estimated $310K sold.

Kore Private Wealth first reported a position in VOX in Q4 2018 and held it in 12 quarters. The position peaked at $3.66M in Q3 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Kore Private Wealth reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
Kore Private Wealth sold 2,586 Vanguard Communication Services ETF shares in Q2 2022, an estimated $310K.
Kore Private Wealth first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 12 quarters.
Kore Private Wealth's Vanguard Communication Services ETF position peaked at $3.66M in Q3 2021.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.