Novak & Powell Financial Services, Inc. VCSH Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 34,013.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $2.68 Mil. This investment constitutes 1.67% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of VCSH, at an average price of $76.46, for a total of 41,389.00 shares. In addition, there have been 2 sales at an average price of $78.41 for 7,376.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Novak & Powell Financial Services, Inc.'s estimated gain on his VCSH holdings is $108,619.71, reflecting a 3.43% gain to date.
Novak & Powell Financial Services, Inc. VCSH ($79.23) Holding Chart
Novak & Powell Financial Services, Inc. VCSH ($79.23) 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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