Burkett Financial Services, LLC Vanguard Total World Stk Index Transaction History

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024

A detailed history of Burkett Financial Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Burkett Financial Services, LLC holds 3,984 shares of VT stock, worth $483,020. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,984
Previous 3,762 5.9%
Holding current value
$483,020
Previous $450 Million 3.93%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$117.09 - $123.07 $25,993 - $27,321
222 Added 5.9%
3,984 $468 Million
Q3 2024

Oct 08, 2024
SELL
$107.72 - $119.96 $70,018 - $77,974
-650 Reduced 14.73%
3,762 $450 Million
Q2 2024

Jul 10, 2024
BUY
$104.94 - $113.51 $64,747 - $70,035
617 Added 16.26%
4,412 $497 Million
Q1 2024

Apr 01, 2024
BUY
$100.68 - $110.5 $37,855 - $41,548
376 Added 11.0%
3,795 $419 Million
Q4 2023

Feb 12, 2024
BUY
$88.97 - $103.1 $304,188 - $352,498
3,419 New
3,419 $352 Million

Others Institutions Holding VT

# of Institutions
1,004
Shares Held
86.7M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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