Ownership history in Linscomb Wealth, Inc. Β· 69 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Vanguard Total Stock Index MF (VTI). 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 Linscomb Wealth, Inc. outperformed the S&P 500 by +0.0% annually on this VTI position. Timing score: 25% (17/68 decisions correct). Average cost basis: $34.22. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
68 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 68 add/trim decisions correct
Best entry: $32.98 (2008 Q4) Β· Worst: $183.47 (2022 Q4)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 64 trims. Bought during 0 of 16 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.13% 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