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

Novak & Powell Financial Services, Inc.

$161 Billion
Q1 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 13,961 shares of VFH stock, worth $1.63 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

13,961

Previous 4,347 221.16%

Holding current value

$1.63 Million

Previous $513 Million 224.97%

% of portfolio

1.04%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$114.07 - $127.34 $1.1 Million - $1.22 Million	9,614 Added 221.16%	13,961 $1.67 Billion
Q4 2024 Feb 14, 2025	SELL	$108.87 - $126.2 $1.15 Million - $1.34 Million	-10,584 Reduced 70.89%	4,347 $513 Million
Q3 2024 Nov 14, 2024	SELL	$99.27 - $111.21 $6,849 - $7,673	-69 Reduced 0.46%	14,931 $1.64 Billion
Q2 2024 Aug 15, 2024	SELL	$95.9 - $103.0 $9,781 - $10,506	-102 Reduced 0.68%	15,000 $1.5 Billion
Q1 2024 May 15, 2024	BUY	$90.62 - $102.39 $6,977 - $7,884	77 Added 0.51%	15,102 $460 Million
Q4 2023 Feb 21, 2024	BUY	$75.97 - $92.67 $1.14 Million - $1.39 Million	15,025 New	15,025 $1.39 Billion

Others Institutions Holding VFH

# of Institutions

778

Shares Held

55.2M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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