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

Destination Wealth Management’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-356
Closed -$28K – 702
2018
Q3 		$28K Buy
+356
New +$27.8K ﹤0.01% 366

Other funds holding VCSH

Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destination Wealth Management's VCSH Position: Q4 2018 in Review

Destination Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 356 shares — an estimated $28K sold.

Destination Wealth Management first reported a position in VCSH in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 695 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

  • Destination Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 356 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $28K.
  • Destination Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $28K in Q3 2018.
  • 695 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.