Kore Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$328K	Buy	8,989 +1,365	+18%	+$55.4K	0.06%	172
2022 Q2	$318K	Sell	7,624 -356	-4%	-$15.4K	0.05%	209
2022 Q1	$368K	Sell	7,980 -984	-11%	-$47.3K	0.05%	212
2021 Q4	$443K	Sell	8,964 -51	-0.6%	-$2.57K	0.05%	184
2021 Q3	$451K	Sell	9,015 -2,753	-23%	-$142K	0.05%	258
2021 Q2	$639K	Buy	11,768 +1,916	+19%	+$102K	0.07%	186
2021 Q1	$513K	Sell	9,852 -76	-0.8%	-$4.05K	0.07%	189
2020 Q4	$497K	Buy	9,928 +4,196	+73%	+$197K	0.08%	168
2020 Q3	$248K	Buy	5,732 +1,073	+23%	+$46.6K	0.05%	221
2020 Q2	$184K	Sell	4,659 -27,053	-85%	-$1M	0.04%	250
2020 Q1	$1.06M	Sell	31,712 -1,723	-5%	-$70.2K	0.25%	76
2019 Q4	$1.49M	Sell	33,435 -74	-0.2%	-$3.13K	0.28%	69
2019 Q3	$1.34M	Sell	33,509 -511	-2%	-$21.1K	0.3%	70
2019 Q2	$1.45M	Buy	34,020 +1,179	+4%	+$49.6K	0.33%	64
2019 Q1	$1.4M	Buy	32,841 +23,367	+247%	+$962K	0.31%	67
2018 Q4	$361K	Buy	+9,474	New	+$367K	0.1%	141

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Kore Private Wealth increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 18% in Q3 2022, buying an estimated $55.4K and bringing the position to 8,989 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #172.

Kore Private Wealth first reported a position in VWO in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.49M in Q4 2019. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Kore Private Wealth held 8,989 shares of Vanguard FTSE Emerging Markets ETF worth $328K as of Q3 2022.
Kore Private Wealth bought 1,365 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $55.4K.
Vanguard FTSE Emerging Markets ETF made up 0.06% of Kore Private Wealth's portfolio in Q3 2022, its #172 holding.
Kore Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $1.49M in Q4 2019.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

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