Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History

Novak & Powell Financial Services, Inc.

$144 Billion
Q2 2025

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 11,644 shares of VNQ stock, worth $1.04 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

11,644

Previous 17,103 31.92%

Holding current value

$1.04 Million

Previous $1.55 Billion 33.03%

% of portfolio

0.72%

Previous 0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$79.79 - $91.42 $435,573 - $499,061	-5,459 Reduced 31.92%	11,644 $1.04 Billion
Q1 2025 May 14, 2025	SELL	$85.55 - $94.34 $48,079 - $53,019	-562 Reduced 3.18%	17,103 $1.55 Billion
Q4 2024 Feb 14, 2025	BUY	$87.85 - $98.6 $4,392 - $4,930	50 Added 0.28%	17,665 $1.57 Billion
Q3 2024 Nov 14, 2024	BUY	$82.97 - $98.97 $5,807 - $6,927	70 Added 0.4%	17,615 $1.72 Billion
Q2 2024 Aug 15, 2024	BUY	$78.61 - $85.97 $429,053 - $469,224	5,458 Added 45.16%	17,545 $1.47 Billion
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

# of Institutions

1,928

Shares Held

247M

Call Options Held

1.13M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Novak & Powell Financial Services, Inc. Vanguard Specialized Funds Van Transaction History