Novak & Powell Financial Services, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Novak & Powell Financial Services, Inc.

$144 Billion
Q2 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 3,036 shares of VYM stock, worth $417,358. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,036

Previous 3,142 3.37%

Holding current value

$417,358

Previous $405 Million 0.11%

% of portfolio

0.28%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$114.78 - $133.31 $12,166 - $14,130	-106 Reduced 3.37%	3,036 $405 Million
Q1 2025 May 14, 2025	BUY	$126.11 - $135.06 $2,143 - $2,296	17 Added 0.54%	3,142 $405 Million
Q4 2024 Feb 14, 2025	SELL	$126.68 - $134.74 $54,725 - $58,207	-432 Reduced 12.15%	3,125 $399 Million
Q3 2024 Nov 14, 2024	SELL	$117.9 - $128.2 $4,951 - $5,384	-42 Reduced 1.17%	3,557 $456 Million
Q2 2024 Aug 15, 2024	BUY	$114.71 - $121.51 $2,179 - $2,308	19 Added 0.53%	3,599 $427 Million
Q1 2024 May 15, 2024	BUY	$109.98 - $120.99 $1,429 - $1,572	13 Added 0.36%	3,580 $433 Million
Q4 2023 Feb 21, 2024	BUY	$98.71 - $111.84 $352,098 - $398,933	3,567 New	3,567 $398 Million

Others Institutions Holding VYM

# of Institutions

2,029

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Novak & Powell Financial Services, Inc. Vanguard Whitehall Fds (Vangua Transaction History