Ownership history in Clean Yield Group Β· 18 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in VANGUARD FTSE ALL-WORLD EX-US (VEU). 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 Clean Yield Group underperformed the S&P 500 by β17.8% annually on this VEU position. Timing score: 33% (4/12 decisions correct). Average cost basis: $35.50. Maximum drawdown during holding period: β11.7%.
β Significantly underperformed the S&P 500 by 17.8% ann.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 12 add/trim decisions correct
Best entry: $34.22 (2020 Q1) Β· Worst: $55.13 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 8 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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