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WealthPLAN Partners’s NVR NVR Stock Holding History

WealthPLAN Partners’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$50.8K – 854
2023
Q2 		$50.8K Sell
8
-3
-27% -$17.5K 0.01% 507
2023
Q1 		$61.3K Sell
11
-38
-78% -$196K 0.01% 516
2022
Q4 		$251K Buy
+49
New +$215K 0.02% 338
2022
Q1 		$2.47M Buy
564
+45
+9% +$229K 0.17% 107
2021
Q4 		$2.77M Buy
519
+43
+9% +$227K 0.18% 100
2021
Q3 		$2.7M Buy
476
+19
+4% +$96.5K 0.18% 102
2021
Q2 		$2.42M Buy
457
+54
+13% +$262K 0.17% 97
2021
Q1 		$2.06M Buy
403
+59
+17% +$265K 0.16% 98
2020
Q4 		$1.57M Buy
344
+195
+131% +$811K 0.13% 112
2020
Q3 		$618K Buy
149
+87
+140% +$336K 0.06% 173
2020
Q2 		$251K Buy
+62
New +$190K 0.03% 263
2020
Q1 		– Sell
-59
Closed -$235K – 274
2019
Q4 		$235K Sell
59
-2
-3% -$7.41K 0.03% 225
2019
Q3 		$219K Hold
61
– – 0.03% 219
2019
Q2 		$217K Sell
61
-13
-18% -$41.7K 0.03% 218
2019
Q1 		$245K Buy
+74
New +$195K 0.04% 223
2018
Q3 		– Sell
-74
Closed -$220K – 279
2018
Q2 		$220K Buy
+74
New +$226K 0.05% 231

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return