Novak & Powell Financial Services, Inc. VFH Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Financials ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 13,961.00 shares of Vanguard Financials ETF(VFH), totaling $1.67 Mil. This investment constitutes 1.04% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0.01% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of VFH, at an average price of $98.78, for a total of 24,716.00 shares. In addition, there have been 3 sales at an average price of $118.14 for 10,755.00 shares. Based on historical transaction data and VFH's current price of $128.06, Novak & Powell Financial Services, Inc.'s estimated gain on his VFH holdings is $617,028.65, reflecting a 25.27% gain to date.
Novak & Powell Financial Services, Inc. VFH ($128.06) Holding Chart
Novak & Powell Financial Services, Inc. VFH ($128.06) 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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