Ownership history in Garde Capital, Inc. Β· 48 quarters on record
This page tracks every 13F SEC filing in which Garde Capital, Inc. reported a position in VANGUARD VALUE ETF (VTV). 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 Garde Capital, Inc. underperformed the S&P 500 by β5.6% annually on this VTV position. Timing score: 57% (27/47 decisions correct). Average cost basis: $135.86. Maximum drawdown during holding period: β25.0%.
β Significantly underperformed the S&P 500 by 5.6% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
27 of 47 add/trim decisions correct
Best entry: $59.14 (2015 Q3) Β· Worst: $190.99 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
37 adds Β· 11 trims. Bought during 8 of 12 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 12.34% 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