Number of Shares
27,291.00
Current Holdings Value*
$4.71 Mil
% of Portfolio
2.93%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
25.89%

Novak & Powell Financial Services, Inc.'s Vanguard Value ETF Holding Summary

As of 2025-03-31, Novak & Powell Financial Services, Inc. held 27,291.00 shares of Vanguard Value ETF(VTV), totaling $4.71 Mil. This investment constitutes 2.93% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of VTV, at an average price of $141.85, for a total of 29,248.00 shares. In addition, there have been 2 sales at an average price of $174.56 for 1,957.00 shares. Based on historical transaction data and VTV's current price of $178.87, Novak & Powell Financial Services, Inc.'s estimated gain on his VTV holdings is $1.07 Mil, reflecting a 25.89% gain to date.

Novak & Powell Financial Services, Inc. VTV ($178.87) Holding Chart

Novak & Powell Financial Services, Inc. VTV ($178.87) 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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