Novak & Powell Financial Services, Inc. Vanguard Dividend Appreciation Transaction History

Novak & Powell Financial Services, Inc.

$172 Billion
Q3 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 18,959 shares of VIG stock, worth $3.45 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

18,959

Previous 19,764 4.07%

Holding current value

$3.45 Million

Previous $3.61 Billion 4.08%

% of portfolio

2.18%

Previous 2.24%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $146,630 - $146,630	-805 Reduced 4.07%	18,959 $3.76 Billion
Q2 2024 Aug 15, 2024	SELL	$173.33 - $185.29 $7,626 - $8,152	-44 Reduced 0.22%	19,764 $3.61 Billion
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $168 - $182	-1 Reduced 0.01%	19,808 $3.62 Billion
Q4 2023 Feb 21, 2024	BUY	$150.16 - $171.16 $2.97 Million - $3.39 Million	19,809 New	19,809 $3.38 Billion

Others Institutions Holding VIG

# of Institutions

2,269

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Novak & Powell Financial Services, Inc. Vanguard Dividend Appreciation Transaction History