Novak & Powell Financial Services, Inc. Vanguard Growth ETF Transaction History
Novak & Powell Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 20,502 shares of VUG stock, worth $9.64 Million. This represents 6.24% of its overall portfolio holdings.
Number of Shares
20,502
Previous 26,416
22.39%
Holding current value
$9.64 Million
Previous $9.8 Billion
8.24%
% of portfolio
6.24%
Previous 6.09%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,780Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.2 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.85 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.32 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.82 Billion1.09% of portfolio