Ownership history in PDS Planning, Inc Β· 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 PDS Planning, Inc underperformed the S&P 500 by β2.4% annually on this VIG position. Timing score: 68% (21/31 decisions correct). Average cost basis: $125.61. Maximum drawdown during holding period: β20.2%.
β οΈ Trailed SPY by 2.4% ann. on this position.
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
21 of 31 add/trim decisions correct
Best entry: $86.03 (2018 Q4) Β· Worst: $219.78 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
32 adds Β· 1 trim. 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 4.08% 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.