Ownership history in Stelac Advisory Services LLC Β· 58 quarters on record
This page tracks every 13F SEC filing in which Stelac Advisory Services LLC reported a position in FUNDS EUROPEAN ETF COM (VGK). 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 Stelac Advisory Services LLC underperformed the S&P 500 by β6.0% annually on this VGK position. Timing score: 60% (30/50 decisions correct). Average cost basis: $38.88. Maximum drawdown during holding period: β30.6%.
β Significantly underperformed the S&P 500 by 6.0% ann.
57 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
30 of 50 add/trim decisions correct
Best entry: $31.09 (2011 Q1) Β· Worst: $78.68 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
30 adds Β· 21 trims. Bought during 12 of 20 down-price quarters. π More buys than sells across the holding period.
π Stelac Advisory Services LLC has been actively increasing its VGK allocation β a bullish signal from insiders.
Currently 5.37% 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