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

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q1 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 6,616 shares of VOE stock, worth $1.09 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
6,616
Previous 6,960 4.94%
Holding current value
$1.09 Million
Previous $1.13 Billion 5.67%
% of portfolio
0.66%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$156.61 - $168.02 $53,873 - $57,798
-344 Reduced 4.94%
6,616 $1.06 Billion
Q4 2024

Feb 14, 2025
SELL
$160.89 - $176.18 $9,009 - $9,866
-56 Reduced 0.8%
6,960 $1.13 Billion
Q2 2024

Aug 15, 2024
BUY
$146.82 - $155.77 $345,027 - $366,059
2,350 Added 50.36%
7,016 $1.06 Billion
Q1 2024

May 15, 2024
SELL
$141.07 - $155.91 $312,752 - $345,652
-2,217 Reduced 32.21%
4,666 $366 Million
Q4 2023

Feb 21, 2024
BUY
$124.27 - $145.8 $855,350 - $1 Million
6,883 New
6,883 $1 Billion

Others Institutions Holding VOE

# of Institutions
1,206
Shares Held
70.6M
Call Options Held
42.8K
Put Options Held
2.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email