Novak & Powell Financial Services, Inc. Vanguard Mid Cap ETF 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 ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 2,087 shares of VO stock, worth $598,822. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,087

Previous 825 152.97%

Holding current value

$598,822

Previous $231 Million 165.71%

% of portfolio

0.32%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$279.83 - $293.74 $353,145 - $370,699	1,262 Added 152.97%	2,087 $613 Million
Q2 2025 Aug 11, 2025	SELL	$228.54 - $279.83 $335,496 - $410,790	-1,468 Reduced 64.02%	825 $231 Million
Q1 2025 May 14, 2025	SELL	$251.87 - $277.95 $2,266 - $2,501	-9 Reduced 0.39%	2,293 $593 Million
Q4 2024 Feb 14, 2025	BUY	$261.5 - $284.63 $261 - $284	1 Added 0.04%	2,302 $608 Million
Q3 2024 Nov 14, 2024	SELL	$237.84 - $263.83 $21,881 - $24,272	-92 Reduced 3.84%	2,301 $607 Million

Q2 2024 Aug 15, 2024	SELL	$234.99 - $248.98 $2,584 - $2,738	-11 Reduced 0.46%	2,393 $579 Million
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $8,808 - $9,744	39 Added 1.65%	2,404 $250 Million
Q4 2023 Feb 21, 2024	BUY	$195.66 - $233.95 $462,735 - $553,291	2,365 New	2,365 $548 Million

Others Institutions Holding VO

# of Institutions

2,509

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.

Account

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