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

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,788 shares of VPU stock, worth $986,217. This represents 0.56% of its overall portfolio holdings.

Number of Shares

5,788

Previous 5,788 -0.0%

Holding current value

$986,217

Previous $1.01 Billion 6.11%

% of portfolio

0.56%

Previous 0.58%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$146.64 - $174.54 $17,303 - $20,595	118 Added 2.08%	5,788 $1.01 Billion
Q1 2024 May 15, 2024	BUY	$129.56 - $142.58 $11,789 - $12,974	91 Added 1.63%	5,670 $223 Million
Q4 2023 Feb 21, 2024	BUY	$121.65 - $142.23 $678,685 - $793,501	5,579 New	5,579 $772 Million

Others Institutions Holding VPU

# of Institutions

646

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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