Burkett Financial Services, LLC Vanguard Small Cap ETF Transaction History

Burkett Financial Services, LLC

$238 Million
Q3 2025

A detailed history of Burkett Financial Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 425 shares of VB stock, worth $106,169. This represents 0.05% of its overall portfolio holdings.

Number of Shares

425

Previous 424 0.24%

Holding current value

$106,169

Previous $100 Million 99.89%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	$237.58 - $259.17 $237 - $259	1 Added 0.24%	425 $108,000
Q2 2025 Jul 01, 2025	SELL	$193.73 - $237.37 $28,672 - $35,130	-148 Reduced 25.87%	424 $100 Million
Q1 2025 Apr 11, 2025	BUY	$217.89 - $252.64 $3,050 - $3,536	14 Added 2.51%	572 $127 Million
Q4 2024 Jan 06, 2025	SELL	$233.76 - $261.58 $6,779 - $7,585	-29 Reduced 4.94%	558 $134 Million
Q3 2024 Oct 08, 2024	BUY	$214.77 - $237.72 $1,288 - $1,426	6 Added 1.03%	587 $139 Million

Q2 2024 Jul 10, 2024	SELL	$210.76 - $226.94 $19,179 - $20,651	-91 Reduced 13.54%	581 $127 Million
Q1 2024 Apr 01, 2024	BUY	$204.0 - $228.59 $3,060 - $3,428	15 Added 2.28%	672 $154 Million
Q4 2023 Feb 12, 2024	BUY	$175.26 - $215.9 $115,145 - $141,846	657 New	657 $140 Million

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Burkett Financial Services, LLC Vanguard Small Cap ETF Transaction History