Novak & Powell Financial Services, Inc. VB Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 1,950.00 shares of Vanguard Small Cap ETF(VB), totaling $432,390.00. This investment constitutes 0.27% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of VB, at an average price of $218.58, for a total of 16,221.00 shares. In addition, there have been 3 sales at an average price of $227.36 for 14,271.00 shares. Based on historical transaction data and VB's current price of $243.27, Novak & Powell Financial Services, Inc.'s estimated gain on his VB holdings is $173,486.14, reflecting a 4.89% gain to date.
Novak & Powell Financial Services, Inc. VB ($243.27) Holding Chart
Novak & Powell Financial Services, Inc. VB ($243.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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