Ownership history in Integrity Wealth Solutions LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in VANGUARD WHITEHALL FDS (VYM). 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 Integrity Wealth Solutions LLC underperformed the S&P 500 by β4.2% annually on this VYM position. Timing score: 71% (5/7 decisions correct). Average cost basis: $132.73. Maximum drawdown during holding period: β1.1%.
β οΈ Trailed SPY by 4.2% ann. on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $123.26 (2024 Q3) Β· Worst: $142.68 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Integrity Wealth Solutions LLC has been actively increasing its VYM allocation β a bullish signal from insiders.
Currently 1.59% 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