Ownership history in Evensky & Katz LLC Β· 58 quarters on record
This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in VANGUARD DIV APPRECIATION A (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 Evensky & Katz LLC underperformed the S&P 500 by β5.5% annually on this VIG position. Timing score: 66% (35/53 decisions correct). Average cost basis: $81.05. Maximum drawdown during holding period: β20.2%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
35 of 53 add/trim decisions correct
Best entry: $36.66 (2011 Q3) Β· Worst: $219.78 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
40 adds Β· 14 trims. Bought during 9 of 15 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.23% 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.