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

Novak & Powell Financial Services, Inc.

$190 Billion
Q3 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 27,259 shares of VTV stock, worth $5.1 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

27,259

Previous 19,729 38.17%

Holding current value

$5.1 Million

Previous $3.49 Billion 45.79%

% of portfolio

2.67%

Previous 2.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$175.51 - $186.57 $1.32 Million - $1.4 Million	7,530 Added 38.17%	27,259 $5.08 Billion
Q2 2025 Aug 11, 2025	SELL	$153.67 - $176.74 $1.16 Million - $1.34 Million	-7,562 Reduced 27.71%	19,729 $3.49 Billion
Q1 2025 May 14, 2025	SELL	$167.73 - $179.21 $278,096 - $297,130	-1,658 Reduced 5.73%	27,291 $4.71 Billion
Q4 2024 Feb 14, 2025	SELL	$168.32 - $181.87 $50,327 - $54,379	-299 Reduced 1.02%	28,949 $4.9 Billion
Q3 2024 Nov 14, 2024	BUY	$159.75 - $174.57 $165,820 - $181,203	1,038 Added 3.68%	29,248 $5.11 Billion

Q2 2024 Aug 15, 2024	BUY	$154.57 - $163.65 $618 - $654	4 Added 0.01%	28,210 $4.53 Billion
Q1 2024 May 15, 2024	BUY	$147.46 - $162.86 $67,536 - $74,589	458 Added 1.65%	28,206 $3.24 Billion
Q4 2023 Feb 21, 2024	BUY	$131.82 - $149.95 $3.66 Million - $4.16 Million	27,748 New	27,748 $4.16 Billion

Others Institutions Holding VTV

# of Institutions

2,754

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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