Ownership history in VANCE WEALTH, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in NVIDIA CORPORATION (NVDA). 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 | REDUCED | 21,912 | -1,128 | -4.9% | 1.21% | $4.1M | $186.49 |
| 2025 Q3 | REDUCED | 23,040 | -641 | -2.7% | 1.32% | $4.3M | $186.56 |
| 2025 Q2 | ADDED | 23,681 | +3,162 | +15.4% | 1.26% | $3.7M | $157.96 |
| 2025 Q1 | ADDED | 20,519 | +4,447 | +27.7% | 0.84% | $2.2M | $108.35 |
| 2024 Q4 | REDUCED | 16,072 | -1,074 | -6.3% | 0.83% | $2.2M | $134.25 |
| 2024 Q3 | ADDED | 17,146 | +1,826 | +11.9% | 0.79% | $2.1M | $121.39 |
| 2024 Q2 | ADDED | 15,320 | +13,827 | +926.1% | 0.78% | $1.9M | $123.48 |
| 2024 Q1 | ADDED | 1,493 | +101 | +7.3% | 0.54% | $1.3M | $90.31 |
| 2023 Q4 | ADDED | 1,392 | +3 | +0.2% | 0.30% | $689K | $49.49 |
| 2023 Q3 | REDUCED | 1,389 | -50 | -3.5% | 0.28% | $604K | $43.47 |
As of 2025 Q4 — sorted by position size