Ownership history in WealthShield Partners, LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in VANGUARD INDEX FDS (VTV). 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 WealthShield Partners, LLC underperformed the S&P 500 by β3.6% annually on this VTV position. Timing score: 57% (17/30 decisions correct). Average cost basis: $129.75. Maximum drawdown during holding period: β25.0%.
β οΈ Trailed SPY by 3.6% ann. on this position.
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 30 add/trim decisions correct
Best entry: $77.30 (2020 Q1) Β· Worst: $170.05 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 10 trims. Bought during 8 of 9 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 1.29% 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