Ownership history in Aerodigm Wealth, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 Aerodigm Wealth, LLC underperformed the S&P 500 by β4.6% annually on this VEA position. Timing score: 45% (5/11 decisions correct). Average cost basis: $45.55. Maximum drawdown during holding period: β8.1%.
β οΈ Trailed SPY by 4.6% ann. on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $40.97 (2023 Q1) Β· Worst: $55.70 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 6 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.17% 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