Ownership history in HOWARD WEALTH MANAGEMENT, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which HOWARD WEALTH MANAGEMENT, LLC reported a position in VANGUARD SMALL CP ETF (VB). 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 HOWARD WEALTH MANAGEMENT, LLC underperformed the S&P 500 by β4.1% annually on this VB position. Timing score: 50% (12/24 decisions correct). Average cost basis: $159.66. Maximum drawdown during holding period: β30.1%.
β οΈ Trailed SPY by 4.1% ann. on this position.
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: $106.20 (2020 Q1) Β· Worst: $257.95 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 8 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.59% 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