Burkett Financial Services, LLC Vanguard Small Cap ETF Transaction History

Burkett Financial Services, LLC

$239 Million
Q4 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 321 shares of VB stock, worth $80,189. This represents 0.03% of its overall portfolio holdings.

Number of Shares

321

Previous 425 24.47%

Holding current value

$80,189

Previous $108,000 25.93%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$248.1 - $260.08 $25,802 - $27,048	-104 Reduced 24.47%	321 $80,000
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

2,499

Shares Held

165M

Call Options Held

68.3K

Put Options Held

26.1K

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About VANGUARD SMALL-CAP ETF

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