Vanguard Capital Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
2,157
| – | – | 0.26% | 80 |
|
|
2025
Q1 | $240K | Hold |
2,157
| – | – | 0.29% | 82 |
|
|
2024
Q4 | $210K | Hold |
2,157
| – | – | 0.23% | 96 |
|
|
2024
Q3 | $248K | Hold |
2,157
| – | – | 0.26% | 84 |
|
|
2024
Q2 | $230K | Hold |
2,157
| – | – | 0.16% | 109 |
|
|
2024
Q1 | $209K | Sell |
2,157
-200
| -8% | -$19.3K | 0.15% | 127 |
|
|
2023
Q4 | $238K | Hold |
2,357
| – | – | 0.19% | 109 |
|
|
2023
Q3 | $240K | Hold |
2,357
| – | – | 0.22% | 93 |
|
|
2023
Q2 | $238K | Hold |
2,357
| – | – | 0.22% | 99 |
|
|
2023
Q1 | $217K | Hold |
2,357
| – | – | 0.22% | 103 |
|
|
2022
Q4 | $214K | Buy |
+2,357
| New | +$214K | 0.25% | 95 |
|
|
2022
Q2 | – | Sell |
-2,577
| Closed | -$224K | – | 147 |
|
|
2022
Q1 | $224K | Hold |
2,577
| – | – | 0.16% | 121 |
|
|
2021
Q4 | $223K | Hold |
2,577
| – | – | 0.16% | 121 |
|
|
2021
Q3 | $209 | Sell |
2,577
-30
| -1% | -$2 | 0.14% | 135 |
|
|
2021
Q2 | $237K | Hold |
2,607
| – | – | 0.18% | 126 |
|
|
2021
Q1 | $225K | Hold |
2,607
| – | – | 0.19% | 111 |
|
|
2020
Q4 | $245K | Buy |
+2,607
| New | +$245K | 0.23% | 104 |
|
|
2020
Q2 | $236K | Buy |
+2,707
| New | +$236K | 0.28% | 92 |
|
|
2019
Q4 | $294K | Sell |
3,107
-100
| -3% | -$9.46K | 0.31% | 94 |
|
|
2019
Q3 | $278K | Hold |
3,207
| – | – | 0.32% | 90 |
|
|
2019
Q2 | $292K | Sell |
3,207
-372
| -10% | -$33.9K | 0.35% | 78 |
|
|
2019
Q1 | $308K | Hold |
3,579
| – | – | 0.39% | 75 |
|
|
2018
Q4 | $275K | Hold |
3,579
| – | – | 0.41% | 71 |
|
|
2018
Q3 | $276K | Buy |
+3,579
| New | +$276K | 0.32% | 93 |
|
|
2018
Q2 | – | Sell |
-3,691
| Closed | -$269K | – | 123 |
|
|
2018
Q1 | $269K | Sell |
3,691
-111
| -3% | -$8.08K | 0.35% | 81 |
|
|
2017
Q4 | $286K | Buy |
+3,802
| New | +$286K | 0.36% | 82 |
|