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Capital Directions Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital Directions Investment Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$108K Buy
+1,852
New +$108K 0.04% 73

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022: 1,852 shares worth $108K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings.

493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Capital Directions Investment Advisors held 1,852 shares of Vanguard Intermediate-Term Treasury ETF worth $108K as of Q4 2022.
  • Vanguard Intermediate-Term Treasury ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #73 holding.
  • 493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

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