Kore Private Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-512	Closed	-$28K	–	1277
2020 Q1	$28K	Buy	512 +74	+17%	+$4.73K	0.01%	538
2019 Q4	$30K	Buy	+438	New	+$30K	0.01%	566
2019 Q2	–	Sell	-438	Closed	-$29K	–	773
2019 Q1	$29K	Buy	438 +76	+21%	+$4.92K	0.01%	464
2018 Q4	$22K	Buy	+362	New	+$23.5K	0.01%	485

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Kore Private Wealth's VPL Position: Q2 2020 in Review

Kore Private Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2020, closing a stake of 512 shares — an estimated $28K sold.

Kore Private Wealth first reported a position in VPL in Q4 2018 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

Kore Private Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 512 Vanguard FTSE Pacific ETF shares in Q2 2020, an estimated $28K.
Kore Private Wealth first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's Vanguard FTSE Pacific ETF position peaked at $30K in Q4 2019.
228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.