VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Nova R Wealth, Inc.'s Holding History (CIK: 0001729457)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,082 Value ($000) $2,311 Avg Close — Range —
Q3 2025
Shares 12,297 Value ($000) $2,356 Avg Close — Range —
Q2 2025
Shares 12,612 Value ($000) $2,176 Avg Close — Range —
Q1 2025
Shares 12,584 Value ($000) $1,909 Avg Close — Range —
Q4 2024
Shares 12,640 Value ($000) $2,078 Avg Close — Range —
Q3 2024
Shares 13,033 Value ($000) $2,098 Avg Close — Range —
Q2 2024
Shares 13,671 Value ($000) $2,053 Avg Close — Range —
Q1 2024
Shares 13,129 Value ($000) $1,986 Avg Close — Range —
Q4 2023
Shares 13,761 Value ($000) $1,807 Avg Close — Range —
Q3 2023
Shares 13,761 Value ($000) $1,560 Avg Close — Range —
Q2 2023
Shares 13,801 Value ($000) $1,673 Avg Close — Range —
Q1 2023
Shares 12,110 Value ($000) $1,363 Avg Close — Range —
Q4 2022
Shares 11,131 Value ($000) $1,270 Avg Close — Range —
Q3 2022
Shares 9,941 Value ($000) $1,051 Avg Close — Range —
Q2 2022
Shares 7,562 Value ($000) $806 Avg Close — Range —