Ownership history in MTC Wealth Management LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which MTC Wealth Management LLC reported a position in VANGUARD INDEX FDS (VUG). 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 MTC Wealth Management LLC outperformed the S&P 500 by +3.2% annually on this VUG position. Timing score: 44% (7/16 decisions correct). Average cost basis: $308.49. Maximum drawdown during holding period: β33.2%.
β
Outperformed SPY on this position by 3.2% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $250.34 (2021 Q1) Β· Worst: $369.62 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 11 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π MTC Wealth Management LLC has been actively increasing its VUG allocation β a bullish signal from insiders.
Currently 3.96% 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