Novak & Powell Financial Services, Inc. VT Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 30,779.00 shares of Vanguard Total World Stock ETF(VT), totaling $3.57 Mil. This investment constitutes 2.22% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of VT, at an average price of $96.67, for a total of 31,433.00 shares. In addition, there have been 2 sales at an average price of $119.35 for 654.00 shares. Based on historical transaction data and VT's current price of $129.87, Novak & Powell Financial Services, Inc.'s estimated gain on his VT holdings is $1.04 Mil, reflecting a 34.12% gain to date.
Novak & Powell Financial Services, Inc. VT ($129.87) Holding Chart
Novak & Powell Financial Services, Inc. VT ($129.87) 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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