Novak & Powell Financial Services, Inc. Vanguard Small Cap Value ETF Transaction History

Novak & Powell Financial Services, Inc.

  • $168 Billion
  • Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,950 shares of VBR stock, worth $1.1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
5,950
Previous 2,641 125.29%
Holding current value
$1.1 Million
Previous $530 Million 122.38%
% of portfolio
0.7%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $653,064 - $719,045
3,309 Added 125.29%
5,950 $1.18 Billion
Q2 2024

Aug 15, 2024
BUY
$177.65 - $191.11 $469,173 - $504,721
2,641 New
2,641 $482 Million
Q4 2023

Feb 21, 2024
BUY
$149.18 - $181.94 $500,797 - $610,772
3,357 New
3,357 $603 Million

Others Institutions Holding VBR

# of Institutions
1,712
Shares Held
95.9M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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