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Destination Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Destination Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-115
Closed -$8K – 656
2018
Q1 		$8K Buy
+115
New +$8.72K ﹤0.01% 420

Other funds holding VT

UBS Group
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HA
Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Destination Wealth Management's VT Position: Q2 2018 in Review

Destination Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2018, closing a stake of 115 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in VT in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 365 funds tracked by Wall St. Rank hold VT as of Q2 2018.

  • Destination Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 115 Vanguard Total World Stock ETF shares in Q2 2018, an estimated $8K.
  • Destination Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Vanguard Total World Stock ETF position peaked at $8K in Q1 2018.
  • 365 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.