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

Burkett Financial Services, LLC

  • $195 Billion
  • Q2 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 4,412 shares of VT stock, worth $525,557. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,412
Previous 3,795 16.26%
Holding current value
$525,557
Previous $419 Million 18.51%
% of portfolio
0.25%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
959
Shares Held
86.8M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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