Ownership history in MOTIVE WEALTH ADVISORS Β· 19 quarters on record
This page tracks every 13F SEC filing in which MOTIVE WEALTH ADVISORS reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 MOTIVE WEALTH ADVISORS underperformed the S&P 500 by β5.5% annually on this VIG position. Timing score: 59% (10/17 decisions correct). Average cost basis: $154.16. Maximum drawdown during holding period: β20.2%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 17 add/trim decisions correct
Best entry: $127.17 (2022 Q3) Β· Worst: $214.93 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 8 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 6.98% 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.