Capital Directions Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$49.9K	Buy	+1,280	New	+$48.8K	0.02%	125
2022 Q3	–	Sell	-2,135	Closed	-$86.7K	–	128
2022 Q2	$89K	Sell	2,135 -918	-30%	-$39.6K	0.03%	92
2022 Q1	$141K	Buy	+3,053	New	+$147K	0.04%	79
2021 Q4	–	Sell	-1,982	Closed	-$99K	–	235
2021 Q3	$99K	Buy	1,982 +117	+6%	+$6.05K	0.03%	90
2021 Q2	$101K	Buy	+1,865	New	+$99.3K	0.03%	81
2021 Q1	–	Sell	-1,354	Closed	-$68K	–	358
2020 Q4	$68K	Buy	1,354 +1,013	+297%	+$47.6K	0.02%	93
2020 Q3	$15K	Sell	341 -150	-31%	-$6.52K	0.01%	171
2020 Q2	$19K	Sell	491 -29	-6%	-$1.07K	0.01%	162
2020 Q1	$17K	Hold	520	–	–	0.01%	176
2019 Q4	$23K	Buy	520 +29	+6%	+$1.23K	0.01%	186
2019 Q3	$20K	Sell	491 -1,250	-72%	-$51.6K	0.01%	187
2019 Q2	$74K	Buy	1,741 +1,228	+239%	+$51.7K	0.03%	61
2019 Q1	$22K	Sell	513 -10	-2%	-$412	0.01%	79
2018 Q4	$20K	Sell	523 -400	-43%	-$15.5K	0.01%	83
2018 Q3	$38K	Buy	923 +362	+65%	+$15.2K	0.01%	103
2018 Q2	$24K	Buy	561 +38	+7%	+$1.72K	0.01%	103
2018 Q1	$25K	Sell	523 -6	-1%	-$288	0.01%	83
2017 Q4	$24K	Buy	529 +17	+3%	+$760	0.01%	81
2017 Q3	$22K	Sell	512 -270	-35%	-$11.7K	0.01%	85
2017 Q2	$32K	Buy	+782	New	+$31.7K	0.01%	69
2015 Q2	–	Sell	-418	Closed	-$18K	–	76
2015 Q1	$18K	Buy	+418	New	+$17K	0.01%	69
2013 Q3	–	Sell	-145	Closed	-$6K	–	67
2013 Q2	$6K	Buy	+145	New	+$6.08K	﹤0.01%	65

Other funds holding VWO

AWA

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

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

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Capital Directions Investment Advisors opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022: 1,280 shares worth $49.9K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VWO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VWO in Q2 2013 and has held it in 22 quarters since. The position peaked at $141K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Capital Directions Investment Advisors held 1,280 shares of Vanguard FTSE Emerging Markets ETF worth $49.9K as of Q4 2022.
Vanguard FTSE Emerging Markets ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #125 holding.
Capital Directions Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 22 quarters since.
Capital Directions Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $141K in Q1 2022.
1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

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