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 $491,984. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,984
Previous 3,762 5.9%
Holding current value
$491,984
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
1,075
Shares Held
100M
Call Options Held
142K
Put Options Held
43.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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