Capital Directions Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$90.8K	Buy	+1,944	New	+$92.6K	0.03%	81
2022 Q3	–	Sell	-2,302	Closed	-$114K	–	76
2022 Q2	$115K	Hold	2,302	–	–	0.04%	85
2022 Q1	$118K	Buy	+2,302	New	+$118K	0.04%	91
2021 Q4	–	Sell	-54	Closed	-$3K	–	234
2021 Q3	$3K	Buy	+54	New	+$2.83K	﹤0.01%	249

Other funds holding VTIP

AWA

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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Capital Directions Investment Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022: 1,944 shares worth $90.8K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VTIP as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VTIP in Q3 2021 and has held it in 4 quarters since. The position peaked at $118K in Q1 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Capital Directions Investment Advisors held 1,944 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $90.8K as of Q4 2022.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #81 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $118K in Q1 2022.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

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