Destination Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-56	Closed	-$7K	–	498
2019 Q2	$7K	Hold	56	–	–	﹤0.01%	463
2019 Q1	$7K	Buy	+56	New	+$6.94K	﹤0.01%	524
2018 Q4	–	Sell	-62	Closed	-$7K	–	707
2018 Q3	$7K	Hold	62	–	–	﹤0.01%	499
2018 Q2	$7K	Sell	62 -63	-50%	-$7.08K	﹤0.01%	424
2018 Q1	$14K	Buy	+125	New	+$13.8K	﹤0.01%	368

Other funds holding VPU

BCMIO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Destination Wealth Management's VPU Position: Q3 2019 in Review

Destination Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 56 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in VPU in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

Destination Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 56 Vanguard Utilities ETF shares in Q3 2019, an estimated $7K.
Destination Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's Vanguard Utilities ETF position peaked at $14K in Q1 2018.
294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.