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Destination Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Destination Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-108
Closed -$13K – 736
2018
Q4 		$13K Buy
+108
New +$14.3K ﹤0.01% 388

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Destination Wealth Management's VIS Position: Q1 2019 in Review

Destination Wealth Management sold out of Vanguard Industrials ETF (VIS) in Q1 2019, closing a stake of 108 shares — an estimated $13K sold.

Destination Wealth Management first reported a position in VIS in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 221 funds tracked by Wall St. Rank hold VIS as of Q1 2019.

  • Destination Wealth Management reported no remaining Vanguard Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 108 Vanguard Industrials ETF shares in Q1 2019, an estimated $13K.
  • Destination Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 1 quarter.
  • Destination Wealth Management's Vanguard Industrials ETF position peaked at $13K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.