Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 DIVERSIFY WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +2.9% annually on this VEA position. Timing score: 20% (1/5 decisions correct). Average cost basis: $61.30. Maximum drawdown during holding period: β8.1%.
β
Outperformed SPY on this position by 2.9% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $46.14 (2024 Q4) Β· Worst: $62.36 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π DIVERSIFY WEALTH MANAGEMENT, LLC has been actively increasing its VEA allocation β a bullish signal from insiders.
Currently 0.81% 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