Ownership history in Capital Advantage, Inc. Β· 27 quarters on record
This page tracks every 13F SEC filing in which Capital Advantage, Inc. reported a position in Vanguard Health Care (VHT). 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 Capital Advantage, Inc. underperformed the S&P 500 by β5.3% annually on this VHT position. Timing score: 38% (9/24 decisions correct). Average cost basis: $187.21. Maximum drawdown during holding period: β15.2%.
β Significantly underperformed the S&P 500 by 5.3% ann.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 24 add/trim decisions correct
Best entry: $153.29 (2019 Q3) Β· Worst: $287.85 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 15 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.42% 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