Capital Directions Investment Advisors, LLC Vanguard Total World Stk Index Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$60.03 - $78.43 $115,437 - $150,820	-1,923 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$54.48 - $83.17 $285,039 - $435,145	-5,232 Reduced 73.12%	1,923 $121,000
Q4 2019 Feb 05, 2020	SELL	$72.8 - $81.27 $952,660 - $1.06 Million	-13,086 Reduced 64.65%	7,155 $579,000
Q1 2019 May 14, 2019	SELL	N/A	-146 Reduced 0.72%	20,241 $1.48 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-7,893 Reduced 27.91%	20,387 $1.5 Million
Q4 2017 Feb 15, 2018	SELL	N/A	-1,932 Reduced 6.39%	28,280 $2.1 Million
Q2 2017 Aug 15, 2017	BUY	N/A	30,212	30,212 $2.04 Million

Others Institutions Holding VT

# of Institutions

1,002

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.39 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$494 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$477 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$287 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$284 Million
4.91% of portfolio

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