Capital Directions Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 38,636 shares of VTI stock, worth $10.8 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
38,636
Previous 0 Infinity%
Holding current value
$10.8 Million
Previous $6.95 Million 6.29%
% of portfolio
2.76%
Previous 2.67%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$179.3 - $204.18 $6.93 Million - $7.89 Million
38,636 New
38,636 $7.39 Million
Q3 2022

Nov 02, 2022
SELL
$179.47 - $216.24 $7.07 Million - $8.52 Million
-39,405 Closed
0 $6.95 Million
Q2 2022

Jul 26, 2022
BUY
$183.02 - $230.52 $61,311 - $77,224
335 Added 0.86%
39,405 $7.43 Million
Q1 2022

May 16, 2022
SELL
$209.9 - $242.97 $99,912 - $115,653
-476 Reduced 1.2%
39,070 $8.9 Million
Q4 2021

Feb 22, 2022
SELL
$221.73 - $242.96 $2,660 - $2,915
-12 Reduced 0.03%
39,546 $9.55 Million
Q3 2021

Nov 08, 2021
SELL
$219.23 - $234.37 $110,711 - $118,356
-505 Reduced 1.26%
39,558 $8.78 Million
Q2 2021

Aug 13, 2021
BUY
$209.28 - $222.82 $8.38 Million - $8.93 Million
40,063 New
40,063 $8.93 Million
Q1 2021

May 17, 2021
SELL
$191.87 - $208.85 $8.2 Million - $8.93 Million
-42,760 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$157.44 - $181.24 $2.03 Million - $2.33 Million
12,868 Added 43.05%
42,760 $7.28 Million
Q2 2020

Aug 13, 2020
SELL
$122.96 - $164.1 $379,700 - $506,740
-3,088 Reduced 9.36%
29,892 $4.68 Million
Q4 2019

Feb 05, 2020
SELL
$146.61 - $164.29 $22,577 - $25,300
-154 Reduced 0.46%
32,980 $5.4 Million
Q3 2019

Nov 14, 2019
BUY
$150.3 - $153.62 $4.98 Million - $5.09 Million
33,134 New
33,134 $5 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-44,561 Closed
0 $0
Q1 2019

May 14, 2019
SELL
N/A
-431 Reduced 0.96%
44,561 $6.45 Million
Q4 2018

Feb 15, 2019
BUY
N/A
470 Added 1.06%
44,992 $5.74 Million
Q3 2018

Nov 14, 2018
BUY
N/A
19,717 Added 79.49%
44,522 $6.66 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-21,407 Reduced 46.32%
24,805 $3.48 Million
Q1 2018

May 10, 2018
SELL
N/A
-1,787 Reduced 3.72%
46,212 $6.27 Million
Q4 2017

Feb 15, 2018
BUY
N/A
63 Added 0.13%
47,999 $6.59 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-500 Reduced 1.03%
47,936 $6.21 Million
Q2 2017

Aug 15, 2017
BUY
N/A
48,436
48,436 $6.03 Million

Others Institutions Holding VTI

# of Institutions
3,384
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Capital Directions Investment Advisors, LLC Portfolio

Follow Capital Directions Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email