Ownership history in Financial Freedom, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Financial Freedom, LLC reported a position in VANGUARD ENERGY INDEX FUND (VDE). 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 Financial Freedom, LLC underperformed the S&P 500 by β13.2% annually on this VDE position. Timing score: 45% (5/11 decisions correct). Average cost basis: $118.49. Maximum drawdown during holding period: β7.4%.
β Significantly underperformed the S&P 500 by 13.2% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $104.36 (2023 Q2) Β· Worst: $126.62 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 3 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.3% 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