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

Burkett Financial Services, LLC

$238 Million
Q3 2025

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 5,734 shares of VT stock, worth $798,402. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,734

Previous 5,525 3.78%

Holding current value

$798,402

Previous $710 Million 99.89%

% of portfolio

0.33%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	$128.41 - $138.03 $26,837 - $28,848	209 Added 3.78%	5,734 $790,000
Q2 2025 Jul 01, 2025	BUY	$103.16 - $128.52 $53,230 - $66,316	516 Added 10.3%	5,525 $710 Million
Q1 2025 Apr 11, 2025	BUY	$115.08 - $123.97 $117,957 - $127,069	1,025 Added 25.73%	5,009 $581 Million
Q4 2024 Jan 06, 2025	BUY	$117.09 - $123.07 $25,993 - $27,321	222 Added 5.9%	3,984 $468 Million
Q3 2024 Oct 08, 2024	SELL	$107.72 - $119.96 $70,018 - $77,974	-650 Reduced 14.73%	3,762 $450 Million

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

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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