Ownership history in MA Private Wealth Β· 9 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in VANGUARD WORLD FD (MGC). 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 MA Private Wealth outperformed the S&P 500 by +1.8% annually on this MGC position. Timing score: 43% (3/7 decisions correct). Average cost basis: $194.66. Maximum drawdown during holding period: β5.0%.
β
Outperformed SPY on this position by 1.8% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $183.32 (2024 Q1) Β· Worst: $210.51 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.01% 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