Capital Directions Investment Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 22, 2022	SELL	N/A	-8 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	N/A	8 New	8 $1,000
Q1 2019 May 14, 2019	SELL	N/A	-522 Closed	0 $0
Q4 2018 Feb 15, 2019	SELL	N/A	-1,205 Reduced 69.77%	522 $50,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,441 Added 503.85%	1,727 $195,000

Q2 2018 Aug 14, 2018	BUY	N/A	286 New	286 $32,000

Others Institutions Holding VOE

# of Institutions

1,028

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

Betterment LLC New York, NY

5.41M
Shares

$807 Million
2.27% of portfolio
Morgan Stanley New York, NY

4.43M
Shares

$660 Million
0.06% of portfolio
Assetmark, Inc

3.37M
Shares

$502 Million
1.72% of portfolio
Bank Of America Corp Charlotte, NC

3.07M
Shares

$458 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

2.97M
Shares

$443 Million
0.11% of portfolio

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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