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

Novak & Powell Financial Services, Inc.

$144 Billion
Q2 2025

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 18,521 shares of VIG stock, worth $3.37 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

18,521

Previous 18,592 0.38%

Holding current value

$3.37 Million

Previous $3.61 Billion 5.1%

% of portfolio

2.63%

Previous 2.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	N/A	-71 Reduced 0.38%	18,521 $3.79 Billion
Q1 2025 May 14, 2025	SELL	N/A	-220 Reduced 1.17%	18,592 $3.61 Billion
Q4 2024 Feb 14, 2025	SELL	N/A	-147 Reduced 0.78%	18,812 $3.68 Billion
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

2,594

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

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.

Account

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