Capital Directions Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$160K	Buy	+3,809	New	+$154K	0.06%	67
2022 Q3	–	Sell	-7,711	Closed	-$314K	–	85
2022 Q2	$315K	Sell	7,711 -11,926	-61%	-$530K	0.1%	56
2022 Q1	$943K	Sell	19,637 -1,733	-8%	-$84.3K	0.29%	30
2021 Q4	$1.09M	Buy	21,370 +17,892	+514%	+$919K	0.32%	29
2021 Q3	$176K	Sell	3,478 -127,581	-97%	-$6.64M	0.05%	68
2021 Q2	$8.29M	Buy	+131,059	New	+$6.77M	2.49%	10
2021 Q1	–	Sell	-1,019	Closed	-$48K	–	347
2020 Q4	$48K	Buy	1,019 +183	+22%	+$8.05K	0.02%	118
2020 Q3	$34K	Hold	836	–	–	0.01%	124
2020 Q2	$32K	Sell	836 -16,227	-95%	-$593K	0.01%	128
2020 Q1	$569K	Sell	17,063 -2,657	-13%	-$107K	0.24%	37
2019 Q4	$869K	Buy	19,720 +1,757	+10%	+$74.9K	0.28%	27
2019 Q3	$738K	Sell	17,963 -1,245	-6%	-$50.8K	0.24%	34
2019 Q2	$801K	Sell	19,208 -1,156	-6%	-$47.6K	0.28%	24
2019 Q1	$832K	Sell	20,364 -421	-2%	-$16.8K	0.27%	25
2018 Q4	$771K	Buy	20,785 +19,696	+1,809%	+$780K	0.27%	25
2018 Q3	$47K	Buy	1,089 +1,051	+2,766%	+$45.3K	0.01%	96
2018 Q2	$2K	Buy	+38	New	+$1.69K	﹤0.01%	148
2018 Q1	–	Sell	-153	Closed	-$7K	–	102
2017 Q4	$7K	Buy	153 +55	+56%	+$2.43K	﹤0.01%	89
2017 Q3	$4K	Sell	98 -7	-7%	-$297	﹤0.01%	97
2017 Q2	$4K	Buy	+105	New	+$4.28K	﹤0.01%	99
2014 Q3	–	Sell	-77	Closed	-$3K	–	79
2014 Q2	$3K	Hold	77	–	–	﹤0.01%	64
2014 Q1	$3K	Hold	77	–	–	﹤0.01%	58
2013 Q4	$3K	Hold	77	–	–	﹤0.01%	59
2013 Q3	$3K	Sell	77 -424	-85%	-$16.1K	﹤0.01%	61
2013 Q2	$18K	Buy	+501	New	+$18.7K	0.01%	55

Other funds holding VEA

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

Capital Directions Investment Advisors opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022: 3,809 shares worth $160K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VEA as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VEA in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.29M in Q2 2021. 1,854 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Capital Directions Investment Advisors held 3,809 shares of Vanguard FTSE Developed Markets ETF worth $160K as of Q4 2022.
Vanguard FTSE Developed Markets ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard FTSE Developed Markets ETF made up 0.06% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #67 holding.
Capital Directions Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 25 quarters since.
Capital Directions Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $8.29M in Q2 2021.
1,854 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

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