Capital Directions Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$209K	Buy	+596	New	+$211K	0.08%	59
2022 Q3	–	Sell	-486	Closed	-$178K	–	83
2022 Q2	$169K	Buy	486 +49	+11%	+$18.5K	0.06%	72
2022 Q1	$181K	Buy	+437	New	+$179K	0.06%	74
2021 Q4	–	Sell	-373	Closed	-$147K	–	230
2021 Q3	$147K	Buy	373 +57	+18%	+$23.1K	0.04%	75
2021 Q2	$124K	Buy	+316	New	+$121K	0.04%	75
2021 Q1	–	Sell	-200	Closed	-$69K	–	355
2020 Q4	$69K	Sell	200 -27	-12%	-$8.8K	0.02%	92
2020 Q3	$70K	Hold	227	–	–	0.03%	89
2020 Q2	$64K	Sell	227 -700	-76%	-$188K	0.03%	96
2020 Q1	$220K	Buy	927 +171	+23%	+$47.9K	0.09%	57
2019 Q4	$224K	Buy	756 +56	+8%	+$15.8K	0.07%	63
2019 Q3	$191K	Hold	700	–	–	0.06%	64
2019 Q2	$188K	Buy	+700	New	+$185K	0.07%	49
2018 Q2	–	Sell	-263	Closed	-$64K	–	191
2018 Q1	$64K	Buy	+263	New	+$66K	0.02%	68
2017 Q1	–	Sell	-50	Closed	-$10K	–	89
2016 Q4	$10K	Buy	+50	New	+$10K	﹤0.01%	71

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2022: 596 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #59 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VOO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VOO in Q4 2016 and has held it in 14 quarters since. The position peaked at $224K in Q4 2019. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Capital Directions Investment Advisors held 596 shares of Vanguard S&P 500 ETF worth $209K as of Q4 2022.
Vanguard S&P 500 ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard S&P 500 ETF made up 0.08% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #59 holding.
Capital Directions Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 14 quarters since.
Capital Directions Investment Advisors's Vanguard S&P 500 ETF position peaked at $224K in Q4 2019.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

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