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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8	Closed	-$1K	–	229
2021 Q3	$1K	Buy	+8	New	+$1.14K	﹤0.01%	254
2019 Q1	–	Sell	-522	Closed	-$50K	–	114
2018 Q4	$50K	Sell	522 -1,205	-70%	-$127K	0.02%	69
2018 Q3	$195K	Buy	1,727 +1,441	+504%	+$164K	0.06%	48
2018 Q2	$32K	Buy	+286	New	+$31.7K	0.02%	92

Other funds holding VOE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Directions Investment Advisors's VOE Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Capital Directions Investment Advisors first reported a position in VOE in Q2 2018 and held it in 4 quarters. The position peaked at $195K in Q3 2018. 833 funds tracked by Wall St. Rank hold VOE as of Q4 2021.

Capital Directions Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Capital Directions Investment Advisors sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2021, an estimated $1K.
Capital Directions Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and held it in 4 quarters.
Capital Directions Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $195K in Q3 2018.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.