Burkett Financial Services, LLC Vanguard Intermediate Term Tre Transaction History

Burkett Financial Services, LLC

  • $238 Million
  • Q3 2025

A detailed history of Burkett Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Burkett Financial Services, LLC holds 69,010 shares of VGIT stock, worth $4.14 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
69,010
Previous 108,704 36.52%
Holding current value
$4.14 Million
Previous $6.5 Billion 99.94%
% of portfolio
1.74%
Previous 2.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
SELL
$58.97 - $60.36 $2.34 Million - $2.4 Million
-39,694 Reduced 36.52%
69,010 $4.14 Million
Q2 2025

Jul 01, 2025
BUY
$58.63 - $59.9 $874,466 - $893,408
14,915 Added 15.9%
108,704 $6.5 Billion
Q1 2025

Apr 11, 2025
BUY
$57.44 - $59.4 $386,169 - $399,346
6,723 Added 7.72%
93,789 $5.57 Billion
Q4 2024

Jan 06, 2025
BUY
$57.78 - $60.4 $554,283 - $579,417
9,593 Added 12.38%
87,066 $5.05 Billion
Q3 2024

Oct 08, 2024
BUY
$57.8 - $60.8 $2.25 Million - $2.36 Million
38,847 Added 100.57%
77,473 $4.68 Billion
Q2 2024

Jul 10, 2024
BUY
$57.14 - $58.53 $500,660 - $512,839
8,762 Added 29.34%
38,626 $2.25 Billion
Q1 2024

Apr 01, 2024
BUY
$58.07 - $59.52 $794,165 - $813,995
13,676 Added 84.48%
29,864 $1.75 Billion
Q4 2023

Feb 12, 2024
BUY
$56.15 - $59.51 $908,956 - $963,347
16,188 New
16,188 $960 Million

Others Institutions Holding VGIT

# of Institutions
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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