Capital Directions Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$504K	Buy	+9,892	New	+$504K	0.19%	37
2022 Q3	–	Sell	-21,920	Closed	-$1.15M	–	24
2022 Q2	$1.08M	Hold	21,920	–	–	0.36%	25
2022 Q1	$1.3M	Sell	21,920 -1,432	-6%	-$84K	0.4%	24
2021 Q4	$1.49M	Buy	23,352 +13,652	+141%	+$856K	0.43%	23
2021 Q3	$574K	Sell	9,700 -19,000	-66%	-$1.15M	0.18%	45
2021 Q2	$1.7M	Buy	+28,700	New	+$1.66M	0.51%	22
2018 Q3	–	Sell	-292	Closed	-$12K	–	231
2018 Q2	$12K	Buy	+292	New	+$11.5K	0.01%	122
2017 Q2	–	Sell	-188	Closed	-$7K	–	117
2017 Q1	$7K	Hold	188	–	–	﹤0.01%	78
2016 Q4	$6K	Buy	+188	New	+$6.09K	﹤0.01%	74
2013 Q3	–	Sell	-312	Closed	-$7K	–	66
2013 Q2	$7K	Buy	+312	New	+$7.4K	﹤0.01%	63

Other funds holding VO

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022: 9,892 shares worth $504K. The stake represents 0.19% of the portfolio and ranks #37 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VO in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.7M in Q2 2021. 1,619 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Capital Directions Investment Advisors held 9,892 shares of Vanguard Morningstar Mid-Cap ETF worth $504K as of Q4 2022.
Vanguard Morningstar Mid-Cap ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #37 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 10 quarters since.
Capital Directions Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.7M in Q2 2021.
1,619 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

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