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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$432K	Buy	+5,744	New	+$429K	0.16%	38
2022 Q3	–	Sell	-3,473	Closed	-$265K	–	43
2022 Q2	$265K	Buy	3,473 +1,857	+115%	+$143K	0.09%	63
2022 Q1	$126K	Buy	+1,616	New	+$129K	0.04%	85
2021 Q4	–	Sell	-1,470	Closed	-$121K	–	224
2021 Q3	$121K	Buy	+1,470	New	+$121K	0.04%	84
2019 Q1	–	Sell	-470	Closed	-$37K	–	112
2018 Q4	$37K	Buy	+470	New	+$36.6K	0.01%	76
2018 Q2	–	Sell	-18,088	Closed	-$1.42M	–	188
2018 Q1	$1.42M	Buy	18,088 +746	+4%	+$58.7K	0.45%	19
2017 Q4	$1.38M	Hold	17,342	–	–	0.43%	20
2017 Q3	$1.39M	Buy	17,342 +1,635	+10%	+$131K	0.45%	20
2017 Q2	$1.26M	Buy	+15,707	New	+$1.26M	0.43%	21

Other funds holding VCSH

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

AWA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Capital Directions Investment Advisors opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022: 5,744 shares worth $432K. The stake represents 0.16% of the portfolio and ranks #38 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VCSH as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VCSH in Q2 2017 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2018. 1,279 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

Capital Directions Investment Advisors held 5,744 shares of Vanguard Short-Term Corporate Bond ETF worth $432K as of Q4 2022.
Vanguard Short-Term Corporate Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Short-Term Corporate Bond ETF made up 0.16% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #38 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and has held it in 9 quarters since.
Capital Directions Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.42M in Q1 2018.
1,279 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

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