A detailed history of Burkett Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Burkett Financial Services, LLC holds 29,864 shares of VGIT stock, worth $1.74 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
29,864
Previous 16,188 84.48%
Holding current value
$1.74 Million
Previous $960 Million 82.09%
% of portfolio
0.9%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 01, 2024

BUY
$58.07 - $59.52 $794,165 - $813,995
13,676 Added 84.48%
29,864 $1.75 Billion
Q4 2023

Feb 12, 2024

BUY
$56.15 - $59.51 $908,956 - $963,347
16,188 New
16,188 $960 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.