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 S&P MID CAP 400ETF IV (IVOO). 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 β5.3% annually on this IVOO position. Timing score: 64% (7/11 decisions correct). Average cost basis: $85.71. Maximum drawdown during holding period: β21.5%.
β Significantly underperformed the S&P 500 by 5.3% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $78.38 (2022 Q4) Β· Worst: $109.97 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 1 trim. Bought during 2 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.41% 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