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

Novak & Powell Financial Services, Inc.

$134 Billion
Q1 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 31,029 shares of VT stock, worth $3.56 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

31,029

Previous 30,430 1.97%

Holding current value

$3.56 Million

Previous $3.13 Billion 9.52%

% of portfolio

2.56%

Previous 2.09%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

931

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

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.

Account

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