Burkett Financial Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Burkett Financial Services, LLC

$239 Million
Q4 2025

A detailed history of Burkett Financial Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Burkett Financial Services, LLC holds 10,332 shares of VYM stock, worth $1.46 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

10,332

Previous 10,574 2.29%

Holding current value

$1.46 Million

Previous $1.49 Million 2.28%

% of portfolio

0.61%

Previous 0.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$137.47 - $143.13 $33,267 - $34,637	-242 Reduced 2.29%	10,332 $1.46 Million
Q3 2025 Nov 24, 2025	SELL	$132.9 - $142.03 $202,539 - $216,453	-1,524 Reduced 12.6%	10,574 $1.49 Million
Q2 2025 Jul 01, 2025	BUY	$114.78 - $133.31 $3,443 - $3,999	30 Added 0.25%	12,098 $1.61 Billion
Q1 2025 Apr 11, 2025	SELL	$126.11 - $135.06 $109,085 - $116,826	-865 Reduced 6.69%	12,068 $1.56 Billion
Q4 2024 Jan 06, 2025	BUY	$126.68 - $134.74 $5,700 - $6,063	45 Added 0.35%	12,933 $1.65 Billion

Q3 2024 Oct 08, 2024	SELL	$117.9 - $128.2 $48,456 - $52,690	-411 Reduced 3.09%	12,888 $1.65 Billion
Q2 2024 Jul 10, 2024	BUY	$114.71 - $121.51 $10,553 - $11,178	92 Added 0.7%	13,299 $1.58 Billion
Q1 2024 Apr 01, 2024	SELL	$109.98 - $120.99 $65,108 - $71,626	-592 Reduced 4.29%	13,207 $1.6 Billion
Q4 2023 Feb 12, 2024	BUY	$98.71 - $111.84 $1.36 Million - $1.54 Million	13,799 New	13,799 $1.54 Billion

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Burkett Financial Services, LLC Vanguard Whitehall Fds (Vangua Transaction History