Ownership history in Level Financial Advisors Β· 17 quarters on record
This page tracks every 13F SEC filing in which Level Financial Advisors reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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 Level Financial Advisors underperformed the S&P 500 by β9.4% annually on this VGSH position. Timing score: 60% (9/15 decisions correct). Average cost basis: $53.89. Maximum drawdown during holding period: β4.5%.
β Significantly underperformed the S&P 500 by 9.4% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $50.86 (2022 Q3) Β· Worst: $58.38 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 4 trims. Bought during 4 of 5 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 7.78% 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.