Novak & Powell Financial Services, Inc. VIG Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 18,592.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.61 Mil. This investment constitutes 2.24% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $192.67 for 1,217.00 shares. Based on historical transaction data and VIG's current price of $206.96, Novak & Powell Financial Services, Inc.'s estimated gain on his VIG holdings is $895,009.97, reflecting a 28.08% gain to date.
Novak & Powell Financial Services, Inc. VIG ($206.96) Holding Chart
Novak & Powell Financial Services, Inc. VIG ($206.96) 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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