Ownership history in Certified Advisory Corp Β· 31 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in VANGUARD INFORMATION TECHNOLOGY (VGT). 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 Certified Advisory Corp outperformed the S&P 500 by +8.3% annually on this VGT position. Timing score: 45% (13/29 decisions correct). Average cost basis: $165.18. Maximum drawdown during holding period: β32.5%.
π₯ Exceptional β beat the S&P 500 by 8.3% per year on this position.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 29 add/trim decisions correct
Best entry: $157.53 (2018 Q4) Β· Worst: $745.87 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 22 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.25% 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