Novak & Powell Financial Services, Inc. Vanguard Mid Cap Growth Index Transaction History

Novak & Powell Financial Services, Inc.

$190 Billion
Q3 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,437 shares of VOT stock, worth $1.52 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

5,437

Previous 2,062 163.68%

Holding current value

$1.52 Million

Previous $586 Million 172.39%

% of portfolio

0.84%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$282.75 - $294.19 $954,281 - $992,891	3,375 Added 163.68%	5,437 $1.6 Billion
Q2 2025 Aug 11, 2025	SELL	$216.28 - $284.39 $712,210 - $936,496	-3,293 Reduced 61.49%	2,062 $586 Million
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $40,650 - $47,363	-171 Reduced 3.09%	5,355 $1.31 Billion
Q2 2024 Aug 15, 2024	SELL	$218.75 - $234.97 $11.5 Million - $12.3 Million	-52,345 Reduced 90.45%	5,526 $1.27 Billion
Q1 2024 May 15, 2024	BUY	$212.21 - $235.79 $11.1 Million - $12.4 Million	52,432 Added 964.0%	57,871 $1.49 Billion

Q4 2023 Feb 21, 2024	BUY	$180.9 - $221.2 $983,915 - $1.2 Million	5,439 New	5,439 $1.18 Billion

Others Institutions Holding VOT

# of Institutions

1,150

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

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Novak & Powell Financial Services, Inc. Vanguard Mid Cap Growth Index Transaction History