Ownership history in Wealth Dimensions Group, Ltd. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in VANGUARD BD INDEX FDS (BSV). 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 Wealth Dimensions Group, Ltd. underperformed the S&P 500 by β16.3% annually on this BSV position. Timing score: 42% (8/19 decisions correct). Average cost basis: $68.90. Maximum drawdown during holding period: β7.6%.
β Significantly underperformed the S&P 500 by 16.3% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $67.86 (2022 Q4) Β· Worst: $78.30 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 10 trims. Bought during 3 of 7 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 3.86% 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.