VPIM
Vanguard Personalized Indexing Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
125,612
+16,063
| +15% | +$1.94M | 0.17% | 96 |
|
|
2025
Q1 | $12.2M | Buy |
109,549
+22,062
| +25% | +$2.46M | 0.18% | 96 |
|
|
2024
Q4 | $8.51M | Sell |
87,487
-10,262
| -10% | -$999K | 0.13% | 125 |
|
|
2024
Q3 | $11.2M | Buy |
97,749
+27,975
| +40% | +$3.22M | 0.18% | 94 |
|
|
2024
Q2 | $7.32M | Buy |
69,774
+11,355
| +19% | +$1.19M | 0.14% | 118 |
|
|
2024
Q1 | $5.65M | Buy |
58,419
+8,348
| +17% | +$808K | 0.12% | 149 |
|
|
2023
Q4 | $5.06M | Sell |
50,071
-1,347
| -3% | -$136K | 0.13% | 130 |
|
|
2023
Q3 | $5.24M | Buy |
51,418
+3,348
| +7% | +$341K | 0.16% | 109 |
|
|
2023
Q2 | $4.85M | Buy |
48,070
+5,672
| +13% | +$572K | 0.15% | 115 |
|
|
2023
Q1 | $3.9M | Buy |
42,398
+6,519
| +18% | +$600K | 0.14% | 136 |
|
|
2022
Q4 | $3.25M | Buy |
35,879
+3,876
| +12% | +$352K | 0.13% | 145 |
|
|
2022
Q3 | $2.43M | Buy |
32,003
+1,088
| +4% | +$82.7K | 0.11% | 181 |
|
|
2022
Q2 | $2.61M | Buy |
30,915
+10,000
| +48% | +$845K | 0.12% | 159 |
|
|
2022
Q1 | $1.83M | Buy |
20,915
+9,054
| +76% | +$794K | 0.09% | 215 |
|
|
2021
Q4 | $1.04M | Buy |
11,861
+2,050
| +21% | +$179K | 0.06% | 370 |
|
|
2021
Q3 | $802K | Sell |
9,811
-51
| -0.5% | -$4.17K | 0.07% | 298 |
|
|
2021
Q2 | $900K | Sell |
9,862
-2,761
| -22% | -$252K | 0.09% | 235 |
|
|
2021
Q1 | $1.08M | Sell |
12,623
-2,364
| -16% | -$202K | 0.16% | 137 |
|
|
2020
Q4 | $1.42M | Buy |
14,987
+41
| +0.3% | +$3.87K | 0.31% | 70 |
|
|
2020
Q3 | $1.3M | Buy |
14,946
+1,960
| +15% | +$170K | 0.36% | 58 |
|
|
2020
Q2 | $1.13M | Buy |
12,986
+2,472
| +24% | +$216K | 0.51% | 40 |
|
|
2020
Q1 | $867K | Buy |
+10,514
| New | +$867K | 0.51% | 49 |
|