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Capital Directions Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Capital Directions Investment Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$10.6K Buy
+147
New +$10.5K ﹤0.01% 206
2022
Q3 		– Sell
-1,675
Closed -$125K – 103
2022
Q2 		$126K Buy
1,675
+1
+0.1% +$76 0.04% 81
2022
Q1 		$133K Buy
+1,674
New +$137K 0.04% 82
2021
Q4 		– Sell
-1,954
Closed -$167K – 81
2021
Q3 		$167K Sell
1,954
-878
-31% -$75.8K 0.05% 71
2021
Q2 		$243K Buy
+2,832
New +$242K 0.07% 59
2021
Q1 		– Sell
-1,954
Closed -$172K – 205
2020
Q4 		$172K Buy
1,954
+1
+0.1% +$88 0.06% 61
2020
Q3 		$172K Sell
1,953
-43
-2% -$3.81K 0.07% 58
2020
Q2 		$176K Buy
1,996
+1
+0.1% +$87 0.07% 56
2020
Q1 		$170K Sell
1,995
-157
-7% -$13.3K 0.07% 59
2019
Q4 		$180K Buy
2,152
+1,392
+183% +$117K 0.06% 70
2019
Q3 		$64K Sell
760
-21
-3% -$1.76K 0.02% 109
2019
Q2 		$65K Buy
781
+580
+289% +$47.2K 0.02% 64
2019
Q1 		$16K Sell
201
-247
-55% -$19.7K 0.01% 82
2018
Q4 		$35K Sell
448
-1,557
-78% -$122K 0.01% 77
2018
Q3 		$158K Buy
2,005
+23
+1% +$1.82K 0.05% 52
2018
Q2 		$157K Buy
1,982
+44
+2% +$3.48K 0.07% 40
2018
Q1 		$155K Buy
1,938
+1
+0.1% +$80 0.05% 48
2017
Q4 		$158K Buy
1,937
+1
+0.1% +$82 0.05% 46
2017
Q3 		$159K Buy
1,936
+1,806
+1,389% +$148K 0.05% 45
2017
Q2 		$11K Buy
+130
New +$10.6K ﹤0.01% 83

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Total Bond Market (BND) in Q4 2022: 147 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in BND as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in BND in Q2 2017 and has held it in 20 quarters since. The position peaked at $243K in Q2 2021. 1,247 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Capital Directions Investment Advisors held 147 shares of Vanguard Total Bond Market worth $10.6K as of Q4 2022.
  • Vanguard Total Bond Market was a new Capital Directions Investment Advisors position in Q4 2022.
  • Vanguard Total Bond Market made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #206 holding.
  • Capital Directions Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 20 quarters since.
  • Capital Directions Investment Advisors's Vanguard Total Bond Market position peaked at $243K in Q2 2021.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

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