Destination Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,797	Closed	-$203K	–	177
2019 Q4	$203K	Buy	+3,797	New	+$203K	0.01%	155
2019 Q3	–	Sell	-2,463	Closed	-$131K	–	500
2019 Q2	$131K	Buy	+2,463	New	+$129K	0.01%	158
2018 Q2	–	Sell	-7	Closed	–	–	657
2018 Q1	$0	Buy	+7	New	+$357	﹤0.01%	588

Other funds holding VTEB

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

Destination Wealth Management's VTEB Position: Q1 2020 in Review

Destination Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 3,797 shares — an estimated $203K sold.

Destination Wealth Management first reported a position in VTEB in Q1 2018 and held it in 3 quarters. The position peaked at $203K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

Destination Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
Destination Wealth Management sold 3,797 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $203K.
Destination Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $203K in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Destination Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.