Novak & Powell Financial Services, Inc. VTV Holdings History
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 $180.46, Novak & Powell Financial Services, Inc.'s estimated gain on his VTV holdings is $1.12 Mil, reflecting a 26.94% gain to date.
Novak & Powell Financial Services, Inc. VTV ($180.46) Holding Chart
Novak & Powell Financial Services, Inc. VTV ($180.46) 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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