Ownership history in ELEVATION WEALTH PARTNERS, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 ELEVATION WEALTH PARTNERS, LLC underperformed the S&P 500 by β5.9% annually on this VIG position. Timing score: 50% (3/6 decisions correct). Average cost basis: $147.56. Maximum drawdown during holding period: β3.9%.
β Significantly underperformed the S&P 500 by 5.9% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $146.48 (2023 Q1) Β· Worst: $193.83 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% 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.