Novak & Powell Financial Services, Inc. Vanguard Total Stock Market Et Transaction History

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 11,096 shares of VTI stock, worth $2.87 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

11,096

Previous 10,984 1.02%

Holding current value

$2.87 Million

Previous $3.11 Billion 3.39%

% of portfolio

1.91%

Previous 1.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$280.04 - $302.45 $31,364 - $33,874	112 Added 1.02%	11,096 $3.22 Billion
Q3 2024 Nov 14, 2024	BUY	$255.18 - $283.2 $50,270 - $55,790	197 Added 1.83%	10,984 $3.11 Billion
Q2 2024 Aug 15, 2024	SELL	$245.23 - $269.4 $30,408 - $33,405	-124 Reduced 1.14%	10,787 $2.89 Billion
Q1 2024 May 15, 2024	BUY	$232.77 - $260.14 $698 - $780	3 Added 0.03%	10,911 $1.86 Billion
Q4 2023 Feb 21, 2024	BUY	$203.12 - $238.25 $2.22 Million - $2.6 Million	10,908 New	10,908 $2.58 Billion

Others Institutions Holding VTI

# of Institutions

3,397

Shares Held

473M

Call Options Held

1.31M

Put Options Held

1.13M

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About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Novak & Powell Financial Services, Inc. Vanguard Total Stock Market Et Transaction History