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Capital Directions Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital Directions Investment Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$204K Buy
+1,342
New +$200K 0.08% 61
2022
Q3 		– Sell
-1,342
Closed -$200K – 68
2022
Q2 		$193K Hold
1,342
– – 0.06% 69
2022
Q1 		$218K Hold
1,342
– – 0.07% 69
2021
Q4 		$230K Hold
1,342
– – 0.07% 66
2021
Q3 		$206K Sell
1,342
-112
-8% -$17.8K 0.06% 62
2021
Q2 		$225K Buy
+1,454
New +$223K 0.07% 61
2021
Q1 		– Sell
-1,454
Closed -$205K – 352
2020
Q4 		$205K Buy
1,454
+422
+41% +$57.2K 0.07% 58
2020
Q3 		$133K Hold
1,032
– – 0.05% 69
2020
Q2 		$121K Hold
1,032
– – 0.05% 67
2020
Q1 		$107K Hold
1,032
– – 0.05% 73
2019
Q4 		$129K Hold
1,032
– – 0.04% 81
2019
Q3 		$123K Sell
1,032
-1,619
-61% -$191K 0.04% 78
2019
Q2 		$305K Hold
2,651
– – 0.11% 38
2019
Q1 		$291K Sell
2,651
-335
-11% -$35.3K 0.1% 36
2018
Q4 		$292K Hold
2,986
– – 0.1% 43
2018
Q3 		$331K Sell
2,986
-24,039
-89% -$2.58M 0.1% 33
2018
Q2 		$2.75M Sell
27,025
-1,192
-4% -$122K 1.29% 8
2018
Q1 		$2.85M Hold
28,217
– – 0.9% 11
2017
Q4 		$2.88M Buy
28,217
+137
+0.5% +$13.5K 0.9% 11
2017
Q3 		$2.66M Sell
28,080
-780
-3% -$72.8K 0.85% 12
2017
Q2 		$2.67M Buy
28,860
+269
+0.9% +$24.7K 0.91% 11
2017
Q1 		$2.57M Hold
28,591
– – 0.89% 12
2016
Q4 		$2.44M Buy
28,591
+1,755
+7% +$148K 0.88% 13
2016
Q3 		$2.25M Buy
26,836
+121
+0.5% +$10.3K 0.8% 13
2016
Q2 		$2.22M Buy
+26,715
New +$2.18M 0.81% 14
2016
Q1 		– Sell
-27,533
Closed -$2.14M – 72
2015
Q4 		$2.14M Buy
27,533
+1,160
+4% +$90.5K 0.73% 12
2015
Q3 		$1.95M Buy
26,373
+304
+1% +$23.6K 0.7% 12
2015
Q2 		$2.05M Sell
26,069
-1,000
-4% -$81K 0.7% 13
2015
Q1 		$2.2M Sell
27,069
-156
-0.6% -$12.7K 0.73% 12
2014
Q4 		$2.21M Buy
27,225
+144
+0.5% +$11.4K 0.74% 12
2014
Q3 		$2.17M Buy
27,081
+853
+3% +$66.1K 0.79% 10
2014
Q2 		$2.04M Buy
26,228
+137
+0.5% +$10.5K 0.76% 10
2014
Q1 		$1.96M Buy
26,091
+113
+0.4% +$8.34K 0.77% 10
2013
Q4 		$1.96M Sell
25,978
-428
-2% -$31.1K 0.77% 10
2013
Q3 		$1.84M Buy
26,406
+274
+1% +$19K 0.8% 9
2013
Q2 		$1.73M Buy
+26,132
New +$1.75M 0.81% 9

Other funds holding VIG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2022: 1,342 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VIG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.88M in Q4 2017. 1,793 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Capital Directions Investment Advisors held 1,342 shares of Vanguard Dividend Appreciation ETF worth $204K as of Q4 2022.
  • Vanguard Dividend Appreciation ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #61 holding.
  • Capital Directions Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 36 quarters since.
  • Capital Directions Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.88M in Q4 2017.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

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