Novak & Powell Financial Services, Inc. Vanguard Utilities ETF Transaction History

Novak & Powell Financial Services, Inc.

  • $144 Billion
  • Q2 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 1,522 shares of VPU stock, worth $307,504. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,522
Previous 5,784 73.69%
Holding current value
$307,504
Previous $988 Million 72.81%
% of portfolio
0.19%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$158.36 - $178.82 $674,930 - $762,130
-4,262 Reduced 73.69%
1,522 $269 Million
Q1 2025

May 14, 2025
SELL
$161.24 - $173.33 $644 - $693
-4 Reduced 0.07%
5,784 $988 Million
Q3 2024

Nov 14, 2024
BUY
$146.64 - $174.54 $17,303 - $20,595
118 Added 2.08%
5,788 $1.01 Billion
Q1 2024

May 15, 2024
BUY
$129.56 - $142.58 $11,789 - $12,974
91 Added 1.63%
5,670 $223 Million
Q4 2023

Feb 21, 2024
BUY
$121.65 - $142.23 $678,685 - $793,501
5,579 New
5,579 $772 Million

Others Institutions Holding VPU

# of Institutions
694
Shares Held
13.8M
Call Options Held
43.8K
Put Options Held
9.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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.

Choose your preferred platform and Sign Up 👇 Telegram Email