Ownership history in Nova R Wealth, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Nova R Wealth, Inc. reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 611,475 | +75,489 | +14.1% | 13.36% | $36.6M | $59.57 |
| 2025 Q3 | ADDED | 535,986 | +220,745 | +70.0% | 13.64% | $32.2M | $58.92 |
| 2025 Q2 | ADDED | 315,241 | +6,579 | +2.1% | 8.77% | $18.9M | $58.14 |
| 2025 Q1 | REDUCED | 308,662 | -49,007 | -13.7% | 9.08% | $18.3M | $57.19 |
| 2024 Q4 | ADDED | 357,669 | +14,350 | +4.2% | 10.46% | $20.7M | $55.49 |
| 2024 Q3 | ADDED | 343,319 | +2,688 | +0.8% | 10.21% | $20.7M | $57.09 |
| 2024 Q2 | ADDED | 340,631 | +14,459 | +4.4% | 10.22% | $19.8M | $54.51 |
| 2024 Q1 | ADDED | 326,172 | +26,101 | +8.7% | 9.97% | $19.1M | $54.31 |
| 2023 Q4 | REDUCED | 300,071 | -10,081 | -3.3% | 11.21% | $17.8M | $54.73 |
| 2023 Q3 | ADDED | 310,152 | +33,198 | +12.0% | 12.24% | $17.7M | $52.17 |
As of 2025 Q4 — sorted by position size