Ownership history in WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Β· 34 quarters on record
This page tracks every 13F SEC filing in which WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. underperformed the S&P 500 by β15.3% annually on this VGIT position. Timing score: 52% (17/33 decisions correct). Average cost basis: $56.22. Maximum drawdown during holding period: β14.1%.
β Significantly underperformed the S&P 500 by 15.3% ann.
33 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 33 add/trim decisions correct
Best entry: $51.11 (2016 Q4) Β· Worst: $60.50 (2020 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
28 adds Β· 6 trims. Bought during 14 of 15 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 4.21% 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