Ownership history in SWEENEY & MICHEL, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which SWEENEY & MICHEL, LLC reported a position in VANGUARD WHITEHALL FDS (VYM). 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 SWEENEY & MICHEL, LLC underperformed the S&P 500 by β7.8% annually on this VYM position. Timing score: 67% (6/9 decisions correct). Average cost basis: $98.74. Maximum drawdown during holding period: β1.9%.
β Significantly underperformed the S&P 500 by 7.8% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 9 add/trim decisions correct
Best entry: $96.33 (2023 Q3) Β· Worst: $142.68 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.72% 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