Destination Wealth Management Vanguard Ftse Emerging Mkts Et Transaction History

Destination Wealth Management

$3 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 05, 2021	SELL	$50.34 - $56.49 $205,789 - $230,931	-4,088 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$43.14 - $50.24 $176,356 - $205,381	4,088 New	4,088 $205,000
Q1 2020 May 13, 2020	SELL	$30.46 - $45.91 $149,832 - $225,831	-4,919 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$39.79 - $44.7 $5,491 - $6,168	-138 Reduced 2.73%	4,919 $219,000
Q3 2019 Nov 13, 2019	SELL	$39.0 - $43.14 $40,170 - $44,434	-1,030 Reduced 16.92%	5,057 $204,000
Q2 2019 Jul 19, 2019	SELL	$39.79 - $44.01 $21,247 - $23,501	-534 Reduced 8.07%	6,087 $259,000
Q1 2019 May 01, 2019	BUY	$37.67 - $43.15 $15,520 - $17,777	412 Added 6.64%	6,621 $281,000
Q4 2018 Feb 05, 2019	SELL	$36.68 - $41.1 $83,447 - $93,502	-2,275 Reduced 26.82%	6,209 $237,000
Q3 2018 Nov 07, 2018	BUY	$39.98 - $44.11 $23,868 - $26,333	597 Added 7.57%	8,484 $348,000
Q2 2018 Jul 31, 2018	BUY	$41.13 - $47.04 $33,562 - $38,384	816 Added 11.54%	7,887 $333,000
Q1 2018 Apr 05, 2018	BUY	$44.96 - $50.98 $37,226 - $42,211	828 Added 13.26%	7,071 $332,000
Q4 2017 Feb 09, 2018	SELL	$43.58 - $45.91 $126,033 - $132,771	-2,892 Reduced 31.66%	6,243 $287,000
Q3 2017 Nov 09, 2017	BUY	$43.11 - $45.06 $56,905 - $59,479	1,320 Added 16.89%	9,135 $398,000
Q2 2017 Aug 11, 2017	BUY	N/A	7,815	7,815 $319,000

Others Institutions Holding VWO

# of Institutions

2,222

Shares Held

1.28B

Call Options Held

1.31M

Put Options Held

1.74M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.57 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$2.93 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.78 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.76 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.14 Billion
0.16% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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