Kore Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-45	Closed	-$2K	–	1063
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	1056
2020 Q1	$2K	Hold	45	–	–	﹤0.01%	941
2019 Q4	$2K	Buy	+45	New	+$2.41K	﹤0.01%	948
2019 Q1	–	Sell	-219	Closed	-$11K	–	988
2018 Q4	$11K	Buy	+219	New	+$11K	﹤0.01%	562

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kore Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 45 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in VTEB in Q4 2018 and held it in 4 quarters. The position peaked at $11K in Q4 2018. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

Kore Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 45 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $11K in Q4 2018.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

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