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

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

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 6,960 shares of VOE stock, worth $1.13 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

6,960

Previous 7,016 0.8%

Holding current value

$1.13 Million

Previous $1.18 Billion 4.29%

% of portfolio

0.67%

Previous 0.68%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,196

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

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About VANGUARD MID-CAP VALUE INDEX F

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