Destination Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,469	Closed	-$374K	–	214
2021 Q4	$374K	Buy	1,469 +2	+0.1%	+$504	0.01%	158
2021 Q3	$347K	Sell	1,467 -32	-2%	-$7.75K	0.01%	140
2021 Q2	$354K	Sell	1,499 -48	-3%	-$10.8K	0.01%	147
2021 Q1	$332K	Buy	1,547 +83	+6%	+$18K	0.01%	147
2020 Q4	$310K	Sell	1,464 -89	-6%	-$17.5K	0.01%	141
2020 Q3	$280K	Buy	1,553 +3	+0.2%	+$529	0.01%	128
2020 Q2	$256K	Buy	+1,550	New	+$234K	0.01%	132
2020 Q1	–	Sell	-1,687	Closed	-$268K	–	176
2019 Q4	$268K	Buy	1,687 +4	+0.2%	+$610	0.01%	140
2019 Q3	$249K	Buy	1,683 +7	+0.4%	+$1.05K	0.01%	131
2019 Q2	$250K	Sell	1,676 -1,361	-45%	-$199K	0.01%	133
2019 Q1	$434K	Buy	+3,037	New	+$409K	0.02%	114

Other funds holding VOT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Destination Wealth Management's VOT Position: Q1 2022 in Review

Destination Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 1,469 shares — an estimated $374K sold.

Destination Wealth Management first reported a position in VOT in Q1 2019 and held it in 11 quarters. The position peaked at $434K in Q1 2019. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Destination Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 1,469 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $374K.
Destination Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and held it in 11 quarters.
Destination Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $434K in Q1 2019.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.