Destination Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Destination Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,557	Closed	-$350K	–	188
2022 Q2	$350K	Buy	+4,557	New	+$351K	0.01%	160
2018 Q4	–	Sell	-138	Closed	-$11K	–	529
2018 Q3	$11K	Buy	+138	New	+$10.8K	﹤0.01%	447

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

PCA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Destination Wealth Management's BSV Position: Q3 2022 in Review

Destination Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 4,557 shares — an estimated $350K sold.

Destination Wealth Management first reported a position in BSV in Q3 2018 and held it in 2 quarters. The position peaked at $350K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Destination Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Destination Wealth Management sold 4,557 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $350K.
Destination Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 2 quarters.
Destination Wealth Management's Vanguard Short-Term Bond ETF position peaked at $350K in Q2 2022.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

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