Ownership history in RMR Wealth Builders Β· 22 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD INDEX FDS (VTV). 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 RMR Wealth Builders underperformed the S&P 500 by β1.3% annually on this VTV position. Timing score: 62% (13/21 decisions correct). Average cost basis: $144.26. Maximum drawdown during holding period: β15.3%.
β οΈ Trailed SPY by 1.3% ann. on this position.
21 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 21 add/trim decisions correct
Best entry: $92.07 (2020 Q3) Β· Worst: $190.99 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 3 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 8.5% 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