Ownership history in Revolve Wealth Partners, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Revolve Wealth Partners, LLC reported a position in VANGUARD INDEX FDS (VUG). 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 Revolve Wealth Partners, LLC outperformed the S&P 500 by +2.0% annually on this VUG position. Timing score: 50% (8/16 decisions correct). Average cost basis: $276.36. Maximum drawdown during holding period: β33.2%.
β
Outperformed SPY on this position by 2.0% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $209.71 (2022 Q4) Β· Worst: $487.86 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 8 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.89% 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