Novak & Powell Financial Services, Inc. VV Holdings History
Novak & Powell Financial Services, Inc.'s Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 29,902.00 shares of Vanguard Large Cap ETF(VV), totaling $7.69 Mil. This investment constitutes 4.78% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0.02% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 3 purchases of VV, at an average price of $206.65, for a total of 32,493.00 shares. In addition, there have been 2 sales at an average price of $246.66 for 2,591.00 shares. Based on historical transaction data and VV's current price of $292.56, Novak & Powell Financial Services, Inc.'s estimated gain on his VV holdings is $2.67 Mil, reflecting a 39.80% gain to date.
Novak & Powell Financial Services, Inc. VV ($292.56) Holding Chart
Novak & Powell Financial Services, Inc. VV ($292.56) 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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