A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 3,599 shares of VYM stock, worth $458,980. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,599
Previous 3,580 0.53%
Holding current value
$458,980
Previous $433 Million 1.46%
% of portfolio
0.27%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$114.71 - $121.51 $2,179 - $2,308
19 Added 0.53%
3,599 $427 Million
Q1 2024

May 15, 2024

BUY
$109.98 - $120.99 $1,429 - $1,572
13 Added 0.36%
3,580 $433 Million
Q4 2023

Feb 21, 2024

BUY
$98.71 - $111.84 $352,098 - $398,933
3,567 New
3,567 $398 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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.