Capital Directions Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$81K	Buy	+990	New	+$81K	0.03%	88
2022 Q3	–	Sell	-980	Closed	-$80.2K	–	94
2022 Q2	$75K	Buy	980 +4	+0.4%	+$334	0.02%	104
2022 Q1	$89K	Buy	+976	New	+$87.9K	0.03%	106
2021 Q4	–	Sell	-976	Closed	-$87K	–	138
2021 Q3	$87K	Hold	976	–	–	0.03%	100
2021 Q2	$89K	Buy	+976	New	+$89.2K	0.03%	89
2021 Q1	–	Sell	-976	Closed	-$76K	–	261
2020 Q4	$76K	Hold	976	–	–	0.03%	87
2020 Q3	$61K	Hold	976	–	–	0.02%	94
2020 Q2	$59K	Hold	976	–	–	0.02%	99
2020 Q1	$47K	Hold	976	–	–	0.02%	112
2019 Q4	$68K	Hold	976	–	–	0.02%	114
2019 Q3	$64K	Buy	+976	New	+$63.4K	0.02%	110
2019 Q2	–	Sell	-1,156	Closed	-$74K	–	90
2019 Q1	$74K	Buy	+1,156	New	+$72K	0.02%	60

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022: 990 shares worth $81K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IVOO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IVOO in Q1 2019 and has held it in 12 quarters since. The position peaked at $89K in Q1 2022. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

Capital Directions Investment Advisors held 990 shares of Vanguard S&P Mid-Cap 400 ETF worth $81K as of Q4 2022.
Vanguard S&P Mid-Cap 400 ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #88 holding.
Capital Directions Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 12 quarters since.
Capital Directions Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $89K in Q1 2022.
189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

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