Ownership history in Invst, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Invst, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 Invst, LLC underperformed the S&P 500 by β5.1% annually on this VEA position. Timing score: 80% (8/10 decisions correct). Average cost basis: $54.89. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 5.1% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $44.73 (2023 Q4) Β· Worst: $58.82 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Invst, LLC has been actively increasing its VEA allocation β a bullish signal from insiders.
Currently 2.97% 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