A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 12,087 shares of VNQ stock, worth $1.01 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
12,087
Previous 17,875 32.38%
Holding current value
$1.01 Million
Previous $1.58 Billion 34.01%
% of portfolio
0.78%
Previous 1.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$82.58 - $89.12 $477,973 - $515,826
-5,788 Reduced 32.38%
12,087 $1.05 Billion
Q4 2023

Feb 21, 2024

BUY
$71.05 - $89.54 $1.27 Million - $1.6 Million
17,875 New
17,875 $1.58 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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.