Ownership history in Peninsula Wealth, LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in VANGUARD TAX MANAGED INTL FD (VEA). 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 Peninsula Wealth, LLC underperformed the S&P 500 by β9.1% annually on this VEA position. Timing score: 40% (10/25 decisions correct). Average cost basis: $37.63. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 9.1% ann.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 25 add/trim decisions correct
Best entry: $32.99 (2019 Q1) Β· Worst: $44.80 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 11 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.27% 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