Nova R Wealth, Inc. Vanguard Wellington Fd U S Mom Transaction History

Nova R Wealth, Inc.

$190 Million
Q1 2025

A detailed history of Nova R Wealth, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Nova R Wealth, Inc. holds 12,584 shares of VFMO stock, worth $2.07 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

12,584

Previous 12,640 0.44%

Holding current value

$2.07 Million

Previous $2.08 Million 8.09%

% of portfolio

1.0%

Previous 1.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$147.38 - $176.39 $8,253 - $9,877	-56 Reduced 0.44%	12,584 $1.91 Million
Q4 2024 Jan 30, 2025	SELL	$159.11 - $178.39 $62,530 - $70,107	-393 Reduced 3.02%	12,640 $2.08 Million
Q3 2024 Oct 15, 2024	SELL	$141.31 - $161.48 $90,155 - $103,024	-638 Reduced 4.67%	13,033 $2.1 Million
Q2 2024 Jul 18, 2024	BUY	$138.89 - $152.14 $75,278 - $82,459	542 Added 4.13%	13,671 $2.05 Million
Q1 2024 Apr 12, 2024	SELL	$126.46 - $151.44 $79,922 - $95,710	-632 Reduced 4.59%	13,129 $1.99 Million
Q3 2023 Oct 18, 2023	SELL	$111.55 - $125.68 $4,462 - $5,027	-40 Reduced 0.29%	13,761 $1.56 Million
Q2 2023 Jul 27, 2023	BUY	$109.06 - $121.25 $184,420 - $205,033	1,691 Added 13.96%	13,801 $1.67 Million
Q1 2023 Apr 17, 2023	BUY	$107.11 - $119.52 $104,860 - $117,010	979 Added 8.8%	12,110 $1.36 Million
Q4 2022 Jan 31, 2023	BUY	$108.83 - $121.93 $129,507 - $145,096	1,190 Added 11.97%	11,131 $1.27 Million
Q3 2022 Oct 25, 2022	BUY	$104.03 - $120.94 $247,487 - $287,716	2,379 Added 31.46%	9,941 $1.05 Million
Q2 2022 Jul 15, 2022	BUY	$105.22 - $127.46 $795,673 - $963,852	7,562 New	7,562 $806,000

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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