Destination Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-246	Closed	-$22K	–	751
2019 Q1	$22K	Buy	+246	New	+$21.4K	﹤0.01%	377
2018 Q4	–	Sell	-190	Closed	-$20K	–	703
2018 Q3	$20K	Buy	190 +90	+90%	+$9.33K	﹤0.01%	402
2018 Q2	$11K	Sell	100 -92	-48%	-$9.42K	﹤0.01%	389
2018 Q1	$46K	Buy	+192	New	+$18.6K	﹤0.01%	264

Other funds holding VDE

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Destination Wealth Management's VDE Position: Q2 2019 in Review

Destination Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 246 shares — an estimated $22K sold.

Destination Wealth Management first reported a position in VDE in Q1 2018 and held it in 4 quarters. The position peaked at $46K in Q1 2018. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

Destination Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 246 Vanguard Energy ETF shares in Q2 2019, an estimated $22K.
Destination Wealth Management first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 4 quarters.
Destination Wealth Management's Vanguard Energy ETF position peaked at $46K in Q1 2018.
316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.