Ownership history in Affiance Financial, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Affiance Financial, LLC reported a position in VANGUARD INTL EQUITY INDEX F (VT). 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 Affiance Financial, LLC underperformed the S&P 500 by β2.7% annually on this VT position. Timing score: 62% (15/24 decisions correct). Average cost basis: $86.01. Maximum drawdown during holding period: β25.5%.
β οΈ Trailed SPY by 2.7% ann. on this position.
24 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 24 add/trim decisions correct
Best entry: $55.68 (2020 Q1) Β· Worst: $136.39 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 6 trims. Bought during 6 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.75% 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