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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.91K	Buy	+102	New	+$7.84K	﹤0.01%	212
2022 Q3	–	Sell	-100	Closed	-$8.01K	–	193
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	221
2022 Q1	$9K	Buy	+100	New	+$8.88K	﹤0.01%	238
2021 Q4	–	Sell	-185	Closed	-$17K	–	223
2021 Q3	$17K	Sell	185 -149	-45%	-$14.2K	0.01%	214
2021 Q2	$32K	Buy	+334	New	+$31.4K	0.01%	141
2019 Q3	–	Sell	-500	Closed	-$45K	–	248
2019 Q2	$45K	Buy	+500	New	+$43.7K	0.02%	68
2018 Q2	–	Sell	-57,786	Closed	-$4.9M	–	187
2018 Q1	$4.9M	Hold	57,786	–	–	1.54%	8
2017 Q4	$5.05M	Hold	57,786	–	–	1.58%	8
2017 Q3	$5.09M	Buy	57,786 +6,178	+12%	+$544K	1.63%	8
2017 Q2	$4.52M	Hold	51,608	–	–	1.54%	8
2017 Q1	$4.46M	Hold	51,608	–	–	1.54%	8
2016 Q4	$4.42M	Buy	51,608 +2,800	+6%	+$244K	1.59%	9
2016 Q3	$4.37M	Hold	48,808	–	–	1.56%	9
2016 Q2	$4.36M	Buy	+48,808	New	+$4.28M	1.58%	9
2016 Q1	–	Sell	-50,205	Closed	-$4.22M	–	69
2015 Q4	$4.22M	Sell	50,205 -1,137	-2%	-$96.6K	1.44%	8
2015 Q3	$4.39M	Hold	51,342	–	–	1.57%	7
2015 Q2	$4.38M	Hold	51,342	–	–	1.49%	7
2015 Q1	$4.42M	Buy	51,342 +1,200	+2%	+$105K	1.46%	7
2014 Q4	$4.42M	Hold	50,142	–	–	1.49%	7
2014 Q3	$4.32M	Buy	50,142 +1,985	+4%	+$171K	1.57%	7
2014 Q2	$4.17M	Hold	48,157	–	–	1.55%	7
2014 Q1	$4.09M	Hold	48,157	–	–	1.61%	7
2013 Q4	$3.98M	Buy	48,157 +3,725	+8%	+$312K	1.56%	7
2013 Q3	$3.71M	Hold	44,432	–	–	1.62%	6
2013 Q2	$3.69M	Buy	+44,432	New	+$3.86M	1.74%	6

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022: 102 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VCIT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VCIT in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.09M in Q3 2017. 895 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Capital Directions Investment Advisors held 102 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $7.91K as of Q4 2022.
Vanguard Intermediate-Term Corporate Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #212 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 25 quarters since.
Capital Directions Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.09M in Q3 2017.
895 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

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