Ownership history in BCS Wealth Management Β· 24 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 BCS Wealth Management underperformed the S&P 500 by β13.7% annually on this VCSH position. Timing score: 52% (12/23 decisions correct). Average cost basis: $74.87. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 13.7% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct
Best entry: $66.16 (2020 Q1) Β· Worst: $79.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 9 trims. Bought during 6 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.32% 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.