Ownership history in NWAM LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC reported a position in VANGUARD BD INDEX FD INC (BSV). 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 NWAM LLC underperformed the S&P 500 by β13.4% annually on this BSV position. Timing score: 51% (20/39 decisions correct). Average cost basis: $70.62. Maximum drawdown during holding period: β7.6%.
β Significantly underperformed the S&P 500 by 13.4% ann.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 39 add/trim decisions correct
Best entry: $63.55 (2015 Q4) Β· Worst: $78.30 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
26 adds Β· 14 trims. Bought during 8 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.02% 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.