Burkett Financial Services, LLC Vanguard Mid Cap ETF Transaction History

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025

A detailed history of Burkett Financial Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 1,831 shares of VO stock, worth $463,371. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,831
Previous 1,865 1.82%
Holding current value
$463,371
Previous $493 Million 3.85%
% of portfolio
0.19%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$251.87 - $277.95 $8,563 - $9,450
-34 Reduced 1.82%
1,831 $474 Million
Q4 2024

Jan 06, 2025
SELL
$261.5 - $284.63 $10,983 - $11,954
-42 Reduced 2.2%
1,865 $493 Million
Q3 2024

Oct 08, 2024
BUY
$237.84 - $263.83 $3,329 - $3,693
14 Added 0.74%
1,907 $503 Million
Q2 2024

Jul 10, 2024
SELL
$234.99 - $248.98 $7,519 - $7,967
-32 Reduced 1.66%
1,893 $458 Million
Q1 2024

Apr 01, 2024
BUY
$225.86 - $249.86 $1,581 - $1,749
7 Added 0.36%
1,925 $481 Million
Q4 2023

Feb 12, 2024
BUY
$195.66 - $233.95 $375,275 - $448,716
1,918 New
1,918 $446 Million

Others Institutions Holding VO

# of Institutions
2,330
Shares Held
190M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email