Capital Directions Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$77.3K	Buy	+1,027	New	+$77K	0.03%	97
2022 Q3	–	Sell	-590	Closed	-$45.1K	–	182
2022 Q2	$45K	Buy	590 +429	+266%	+$33.1K	0.01%	133
2022 Q1	$13K	Buy	+161	New	+$12.8K	﹤0.01%	219
2021 Q4	–	Sell	-215	Closed	-$18K	–	84
2021 Q3	$18K	Buy	+215	New	+$17.7K	0.01%	205
2018 Q3	–	Sell	-524	Closed	-$41K	–	157
2018 Q2	$41K	Buy	524 +9	+2%	+$703	0.02%	79
2018 Q1	$40K	Sell	515 -62	-11%	-$4.87K	0.01%	76
2017 Q4	$46K	Sell	577 -66	-10%	-$5.24K	0.01%	70
2017 Q3	$51K	Sell	643 -89	-12%	-$7.12K	0.02%	71
2017 Q2	$58K	Sell	732 -33	-4%	-$2.64K	0.02%	60
2017 Q1	$61K	Buy	765 +250	+49%	+$19.9K	0.02%	59
2016 Q4	$41K	Hold	515	–	–	0.01%	60
2016 Q3	$42K	Hold	515	–	–	0.01%	57
2016 Q2	$42K	Hold	515	–	–	0.02%	55
2016 Q1	$42K	Sell	515 -1	-0.2%	-$80	0.02%	45
2015 Q4	$41K	Buy	+516	New	+$41.3K	0.01%	55

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2022: 1,027 shares worth $77.3K. The stake represents 0.03% of the portfolio and ranks #97 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in BSV as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in BSV in Q4 2015 and has held it in 15 quarters since. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Capital Directions Investment Advisors held 1,027 shares of Vanguard Short-Term Bond ETF worth $77.3K as of Q4 2022.
Vanguard Short-Term Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Short-Term Bond ETF made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #97 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 15 quarters since.
1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

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