Vanguard Personalized Indexing Management’s Nova NVMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Buy |
4,896
+442
| +10% | +$122K | 0.02% | 729 |
|
2025
Q1 | $821K | Buy |
4,454
+426
| +11% | +$78.5K | 0.01% | 887 |
|
2024
Q4 | $793K | Buy |
4,028
+301
| +8% | +$59.3K | 0.01% | 884 |
|
2024
Q3 | $776K | Buy |
3,727
+44
| +1% | +$9.17K | 0.01% | 894 |
|
2024
Q2 | $864K | Buy |
3,683
+834
| +29% | +$196K | 0.02% | 750 |
|
2024
Q1 | $505K | Buy |
2,849
+694
| +32% | +$123K | 0.01% | 1018 |
|
2023
Q4 | $296K | Sell |
2,155
-60
| -3% | -$8.24K | 0.01% | 1234 |
|
2023
Q3 | $249K | Buy |
2,215
+237
| +12% | +$26.6K | 0.01% | 1199 |
|
2023
Q2 | $232K | Buy |
+1,978
| New | +$232K | 0.01% | 1263 |
|
2022
Q4 | – | Sell |
-2,789
| Closed | -$238K | – | 1312 |
|
2022
Q3 | $238K | Sell |
2,789
-382
| -12% | -$32.6K | 0.01% | 1040 |
|
2022
Q2 | $281K | Buy |
+3,171
| New | +$281K | 0.01% | 1007 |
|