Ownership history in PACK Private Wealth, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in VANGUARD REAL ESTATE ETF IV (VNQ). 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 PACK Private Wealth, LLC underperformed the S&P 500 by β13.0% annually on this VNQ position. Timing score: 44% (7/16 decisions correct). Average cost basis: $88.88. Maximum drawdown during holding period: β30.2%.
β Significantly underperformed the S&P 500 by 13.0% 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: $69.17 (2023 Q3) Β· Worst: $99.13 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 2 trims. Bought during 9 of 9 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 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