Number of Shares
395,778.00
Current Holdings Value*
$22.56 Mil
% of Portfolio
8.12%
Total Estimate Gain
$4.62 Mil
% of Total Estimate Gain
25.27%

BURKETT FINANCIAL SERVICES, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 395,778.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $22.56 Mil. This investment constitutes 8.12% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 5 purchases of VEA, at an average price of $45.30, for a total of 403,329.00 shares. In addition, there have been 1 sales at an average price of $53.52 for 7,551.00 shares. Based on historical transaction data and VEA's current price of $56.81, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his VEA holdings is $4.62 Mil, reflecting a 25.27% gain to date.

BURKETT FINANCIAL SERVICES, LLC VEA ($56.81) Holding Chart

BURKETT FINANCIAL SERVICES, LLC VEA ($56.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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