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Capital Directions Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Directions Investment Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$36.1K Buy
+498
New +$36K 0.01% 137
2021
Q4 		– Sell
-171
Closed -$18K – 79
2021
Q3 		$18K Hold
171
– – 0.01% 204
2021
Q2 		$17K Buy
+171
New +$17.1K 0.01% 182

Other funds holding BLV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q4 2022: 498 shares worth $36.1K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in BLV as recently as Q3 2021.

Capital Directions Investment Advisors first reported a position in BLV in Q2 2021 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

  • Capital Directions Investment Advisors held 498 shares of Vanguard Long-Term Bond ETF worth $36.1K as of Q4 2022.
  • Vanguard Long-Term Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Vanguard Long-Term Bond ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #137 holding.
  • Capital Directions Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

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