Ownership history in EVOKE WEALTH, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD FTSE EMERGING MARKETS ETF (VWO). 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 EVOKE WEALTH, LLC underperformed the S&P 500 by β7.5% annually on this VWO position. Timing score: 50% (12/24 decisions correct). Average cost basis: $42.18. Maximum drawdown during holding period: β29.9%.
β Significantly underperformed the S&P 500 by 7.5% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 24 add/trim decisions correct
Best entry: $27.99 (2020 Q1) Β· Worst: $53.76 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 8 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π EVOKE WEALTH, LLC has been actively increasing its VWO allocation β a bullish signal from insiders.
Currently 1.71% 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