Ownership history in AMARA FINANCIAL, LLC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which AMARA FINANCIAL, LLC. reported a position in VANGUARD INDEX FDS (VO). 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 AMARA FINANCIAL, LLC. underperformed the S&P 500 by β6.2% annually on this VO position. Timing score: 40% (2/5 decisions correct). Average cost basis: $260.29. Maximum drawdown during holding period: β1.6%.
β Significantly underperformed the S&P 500 by 6.2% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $255.71 (2025 Q1) Β· Worst: $292.59 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 1 of 2 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 4.21% 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