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 $1.11 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
5,950
Previous 2,641 125.29%
Holding current value
$1.11 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
1,709
Shares Held
96.2M
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
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