Novak & Powell Financial Services, Inc. Vanguard Mid Cap Growth Index Transaction History

Novak & Powell Financial Services, Inc.

$144 Billion
Q2 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 2,062 shares of VOT stock, worth $593,196. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,062

Previous 5,355 61.49%

Holding current value

$593,196

Previous $1.31 Billion 55.24%

% of portfolio

0.41%

Previous 0.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$216.28 - $284.39 $712,210 - $936,496	-3,293 Reduced 61.49%	2,062 $586 Million
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $40,650 - $47,363	-171 Reduced 3.09%	5,355 $1.31 Billion
Q2 2024 Aug 15, 2024	SELL	$218.75 - $234.97 $11.5 Million - $12.3 Million	-52,345 Reduced 90.45%	5,526 $1.27 Billion
Q1 2024 May 15, 2024	BUY	$212.21 - $235.79 $11.1 Million - $12.4 Million	52,432 Added 964.0%	57,871 $1.49 Billion
Q4 2023 Feb 21, 2024	BUY	$180.9 - $221.2 $983,915 - $1.2 Million	5,439 New	5,439 $1.18 Billion

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

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Novak & Powell Financial Services, Inc. Vanguard Mid Cap Growth Index Transaction History