Ownership history in Marion Wealth Management Β· 17 quarters on record
This page tracks every 13F SEC filing in which Marion Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 Marion Wealth Management underperformed the S&P 500 by β8.7% annually on this VCSH position. Timing score: 60% (9/15 decisions correct). Average cost basis: $67.89. Maximum drawdown during holding period: β7.5%.
β Significantly underperformed the S&P 500 by 8.7% 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: $66.55 (2022 Q4) Β· Worst: $79.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 2 trims. Bought during 2 of 4 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 4.21% 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.