Capital Directions Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$59.3K	Buy	+239	New	+$57.9K	0.02%	112
2022 Q3	–	Sell	-239	Closed	-$57K	–	108
2022 Q2	$56K	Hold	239	–	–	0.02%	122
2022 Q1	$61K	Buy	+239	New	+$59.1K	0.02%	131
2021 Q4	–	Sell	-239	Closed	-$59K	–	227
2021 Q3	$59K	Hold	239	–	–	0.02%	129
2021 Q2	$59K	Buy	+239	New	+$57.1K	0.02%	117
2021 Q1	–	Sell	-239	Closed	-$53K	–	351
2020 Q4	$53K	Hold	239	–	–	0.02%	110
2020 Q3	$49K	Hold	239	–	–	0.02%	111
2020 Q2	$46K	Hold	239	–	–	0.02%	112
2020 Q1	$40K	Hold	239	–	–	0.02%	121
2019 Q4	$46K	Hold	239	–	–	0.01%	141
2019 Q3	$40K	Buy	+239	New	+$40.9K	0.01%	144
2019 Q1	–	Sell	-239	Closed	-$38K	–	113
2018 Q4	$38K	Hold	239	–	–	0.01%	74
2018 Q3	$43K	Buy	+239	New	+$41.1K	0.01%	99

Other funds holding VHT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

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

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

Capital Directions Investment Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q4 2022: 239 shares worth $59.3K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VHT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VHT in Q3 2018 and has held it in 13 quarters since. The position peaked at $61K in Q1 2022. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Capital Directions Investment Advisors held 239 shares of Vanguard Health Care ETF worth $59.3K as of Q4 2022.
Vanguard Health Care ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Health Care ETF made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #112 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 13 quarters since.
Capital Directions Investment Advisors's Vanguard Health Care ETF position peaked at $61K in Q1 2022.
941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

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