Ownership history in Net Worth Advisory Group Β· 6 quarters on record
This page tracks every 13F SEC filing in which Net Worth Advisory Group reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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 Net Worth Advisory Group underperformed the S&P 500 by β10.8% annually on this VCIT position. Timing score: 60% (3/5 decisions correct). Average cost basis: $79.91. Maximum drawdown during holding period: β2.7%.
β Significantly underperformed the S&P 500 by 10.8% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $76.02 (2024 Q4) Β· Worst: $83.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.03% 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