Vanguard Personalized Indexing Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17M | Buy |
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|
2025
Q2 | $15.2M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $8.51M | Sell |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $7.32M | Buy |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $5.06M | Sell |
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|
2023
Q3 | $5.24M | Buy |
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|
2023
Q2 | $4.85M | Buy |
|
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|
2023
Q1 | $3.9M | Buy |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $867K | Buy |
|