A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 12,360 shares of NUSC stock, worth $523,940. This represents 1.97% of its overall portfolio holdings.

Number of Shares
12,360
Previous 11,693 5.7%
Holding current value
$523,940
Previous $407,000 18.67%
% of portfolio
1.97%
Previous 1.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

BUY
$31.77 - $39.59 $21,190 - $26,406
667 Added 5.7%
12,360 $483,000
Q3 2023

Oct 19, 2023

SELL
$34.47 - $38.8 $2,171 - $2,444
-63 Reduced 0.54%
11,693 $407,000
Q2 2023

Jul 24, 2023

BUY
$33.87 - $37.05 $22,862 - $25,008
675 Added 6.09%
11,756 $434,000
Q1 2023

Apr 17, 2023

SELL
$33.6 - $39.11 $7,123 - $8,291
-212 Reduced 1.88%
11,081 $392,000
Q4 2022

Jan 31, 2023

BUY
$32.62 - $37.2 $5,675 - $6,472
174 Added 1.56%
11,293 $385,000
Q3 2022

Nov 02, 2022

SELL
$31.96 - $38.44 $33,110 - $39,823
-1,036 Reduced 8.52%
11,119 $357,000
Q2 2022

Jul 27, 2022

SELL
$31.5 - $40.11 $1,669 - $2,125
-53 Reduced 0.43%
12,155 $399,000
Q1 2022

Apr 27, 2022

BUY
$37.29 - $42.63 $89,794 - $102,653
2,408 Added 24.57%
12,208 $486,000
Q4 2021

Jan 28, 2022

BUY
$39.82 - $47.48 $390,236 - $465,303
9,800 New
9,800 $412,000

Others Institutions Holding NUSC

About NUVEEN ESG SMALL-CAP ETF


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

Track Vahanian & Associates Financial Planning Inc. Portfolio

Follow Vahanian & Associates Financial Planning 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 Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.