Number of Shares
29,902.00
Current Holdings Value*
$7.69 Mil
% of Portfolio
4.78%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
38.73%

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 $290.15, Novak & Powell Financial Services, Inc.'s estimated gain on his VV holdings is $2.60 Mil, reflecting a 38.73% gain to date.

Novak & Powell Financial Services, Inc. VV ($290.15) Holding Chart

Novak & Powell Financial Services, Inc. VV ($290.15) 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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