Ownership history in Walker Financial Services, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Walker Financial Services, Inc. reported a position in VANGUARD STAR FDS (VXUS). 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 Walker Financial Services, Inc. underperformed the S&P 500 by β5.1% annually on this VXUS position. Timing score: 64% (7/11 decisions correct). Average cost basis: $52.88. Maximum drawdown during holding period: β7.4%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $49.30 (2023 Q3) Β· Worst: $67.44 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 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 1.9% 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