Destination Wealth Management Vanguard Mid Cap Growth Index Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$199.76 - $251.37 $293,447 - $369,262	-1,469 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$234.3 - $265.79 $468 - $531	2 Added 0.14%	1,469 $374,000
Q3 2021 Oct 25, 2021	SELL	$230.42 - $251.05 $7,373 - $8,033	-32 Reduced 2.13%	1,467 $347,000
Q2 2021 Aug 13, 2021	SELL	$210.91 - $237.31 $10,123 - $11,390	-48 Reduced 3.1%	1,499 $354,000
Q1 2021 May 05, 2021	BUY	$204.75 - $230.34 $16,994 - $19,118	83 Added 5.67%	1,547 $332,000
Q4 2020 Feb 11, 2021	SELL	$178.76 - $215.29 $15,909 - $19,160	-89 Reduced 5.73%	1,464 $310,000
Q3 2020 Nov 12, 2020	BUY	$166.29 - $188.98 $498 - $566	3 Added 0.19%	1,553 $280,000
Q2 2020 Aug 14, 2020	BUY	$120.77 - $169.89 $187,193 - $263,329	1,550 New	1,550 $256,000
Q1 2020 May 13, 2020	SELL	$108.51 - $170.49 $183,056 - $287,616	-1,687 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$144.1 - $159.03 $576 - $636	4 Added 0.24%	1,687 $268,000
Q3 2019 Nov 13, 2019	BUY	$147.12 - $150.91 $1,029 - $1,056	7 Added 0.42%	1,683 $249,000
Q2 2019 Jul 19, 2019	SELL	N/A	-1,361 Reduced 44.81%	1,676 $250,000
Q1 2019 May 01, 2019	BUY	N/A	3,037 New	3,037 $434,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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