Ownership history in TD PRIVATE CLIENT WEALTH LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS (VIG). 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 TD PRIVATE CLIENT WEALTH LLC underperformed the S&P 500 by β5.5% annually on this VIG position. Timing score: 60% (3/5 decisions correct). Average cost basis: $194.42. Maximum drawdown during holding period: β1.1%.
β Significantly underperformed the S&P 500 by 5.5% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $191.61 (2025 Q1) Β· Worst: $219.78 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.2% 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.