A detailed history of Nova R Wealth, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Nova R Wealth, Inc. holds 1,455 shares of VB stock, worth $329,717. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,455
Previous 1,683 13.55%
Holding current value
$329,717
Previous $384,000 17.45%
% of portfolio
0.17%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$210.76 - $226.94 $48,053 - $51,742
-228 Reduced 13.55%
1,455 $317,000
Q1 2024

Apr 12, 2024

BUY
$204.0 - $228.59 $57,936 - $64,919
284 Added 20.3%
1,683 $384,000
Q4 2023

Jan 19, 2024

SELL
$175.26 - $215.9 $20,855 - $25,692
-119 Reduced 7.84%
1,399 $298,000
Q3 2023

Oct 18, 2023

BUY
$186.24 - $208.75 $48,049 - $53,857
258 Added 20.48%
1,518 $287,000
Q2 2023

Jul 27, 2023

BUY
$181.26 - $198.89 $228,387 - $250,601
1,260 New
1,260 $250,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Nova R Wealth, Inc. Portfolio

Follow Nova R Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.