Ownership history in Values Added Financial LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Values Added Financial LLC reported a position in VANGUARD BD INDEX FDS (BND). 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 Values Added Financial LLC underperformed the S&P 500 by β14.8% annually on this BND position. Timing score: 40% (4/10 decisions correct). Average cost basis: $67.46. Maximum drawdown during holding period: β3.2%.
β Significantly underperformed the S&P 500 by 14.8% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $63.59 (2023 Q3) Β· Worst: $70.91 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.87% 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