Novak & Powell Financial Services, Inc. Vanguard Total World Stk Index Transaction History

Novak & Powell Financial Services, Inc.

$161 Billion
Q2 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 31,170 shares of VT stock, worth $3.66 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

31,170

Previous 31,029 0.45%

Holding current value

$3.66 Million

Previous $3.43 Billion 2.39%

% of portfolio

2.18%

Previous 2.56%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$104.94 - $113.51 $14,796 - $16,004	141 Added 0.45%	31,170 $3.51 Billion
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $60,307 - $66,189	599 Added 1.97%	31,029 $3.43 Billion
Q4 2023 Feb 21, 2024	BUY	$88.97 - $103.1 $2.71 Million - $3.14 Million	30,430 New	30,430 $3.13 Billion

Others Institutions Holding VT

# of Institutions

980

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

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Novak & Powell Financial Services, Inc. Vanguard Total World Stk Index Transaction History