Novak & Powell Financial Services, Inc. VBR Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 3,217.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $599,300.00. This investment constitutes 0.37% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of VBR, at an average price of $184.32, for a total of 9,307.00 shares. In addition, there have been 2 sales at an average price of $188.12 for 6,090.00 shares. Based on historical transaction data and VBR's current price of $200.50, Novak & Powell Financial Services, Inc.'s estimated gain on his VBR holdings is $75,184.94, reflecting a 4.38% gain to date.
Novak & Powell Financial Services, Inc. VBR ($200.50) Holding Chart
Novak & Powell Financial Services, Inc. VBR ($200.50) 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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