Ownership history in Activest Wealth Management Β· 17 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management outperformed the S&P 500 by +0.1% annually on this VOO position. Timing score: 38% (6/16 decisions correct). Average cost basis: $422.72. Maximum drawdown during holding period: β19.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct
Best entry: $329.83 (2022 Q2) Β· Worst: $627.13 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 6 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Activest Wealth Management has been actively increasing its VOO allocation β a bullish signal from insiders.
Currently 2.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size