Novak & Powell Financial Services, Inc. Vanguard Total World Stk Index Transaction History

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 30,516 shares of VT stock, worth $3.67 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

30,516

Previous 31,079 1.81%

Holding current value

$3.67 Million

Previous $3.72 Billion 3.63%

% of portfolio

2.13%

Previous 2.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$117.09 - $123.07 $65,921 - $69,288	-563 Reduced 1.81%	30,516 $3.59 Billion
Q3 2024 Nov 14, 2024	SELL	$107.72 - $119.96 $9,802 - $10,916	-91 Reduced 0.29%	31,079 $3.72 Billion
Q2 2024 Aug 15, 2024	BUY	$104.94 - $113.51 $14,796 - $16,004	141 Added 0.45%	31,170 $3.51 Billion
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $60,307 - $66,189	599 Added 1.97%	31,029 $3.43 Billion
Q4 2023 Feb 21, 2024	BUY	$88.97 - $103.1 $2.71 Million - $3.14 Million	30,430 New	30,430 $3.13 Billion

Others Institutions Holding VT

# of Institutions

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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Novak & Powell Financial Services, Inc. Vanguard Total World Stk Index Transaction History