Capital Directions Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Directions Investment Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$35.2K	Buy	+474	New	+$35.1K	0.01%	142
2022 Q3	–	Sell	-225	Closed	-$17K	–	214
2022 Q2	$17K	Buy	+225	New	+$17.6K	0.01%	186
2021 Q4	–	Sell	-183	Closed	-$16K	–	77
2021 Q3	$16K	Hold	183	–	–	﹤0.01%	217
2021 Q2	$16K	Buy	+183	New	+$16.3K	﹤0.01%	187
2018 Q3	–	Sell	-812	Closed	-$66K	–	154
2018 Q2	$66K	Buy	+812	New	+$65.6K	0.03%	62
2017 Q3	–	Sell	-335	Closed	-$28K	–	103
2017 Q2	$28K	Buy	+335	New	+$28.3K	0.01%	72

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Capital Directions Investment Advisors's BIV Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022: 474 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in BIV as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in BIV in Q2 2017 and has held it in 6 quarters since. The position peaked at $66K in Q2 2018. 689 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Capital Directions Investment Advisors held 474 shares of Vanguard Intermediate-Term Bond ETF worth $35.2K as of Q4 2022.
Vanguard Intermediate-Term Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #142 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 6 quarters since.
Capital Directions Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $66K in Q2 2018.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.