Ownership history in Goepper Burkhardt LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in VANGUARD INDEX FDS (VOT). 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 Goepper Burkhardt LLC underperformed the S&P 500 by β6.9% annually on this VOT position. Timing score: 37% (7/19 decisions correct). Average cost basis: $206.40. Maximum drawdown during holding period: β32.7%.
β Significantly underperformed the S&P 500 by 6.9% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $202.15 (2023 Q2) Β· Worst: $247.37 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 15 trims. Bought during 0 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.79% 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