BURKETT FINANCIAL SERVICES, LLC VT Holdings History
BURKETT FINANCIAL SERVICES, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, BURKETT FINANCIAL SERVICES, LLC held 5,009.00 shares of Vanguard Total World Stock ETF(VT), totaling $580,850.00. This investment constitutes 0.24% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 4 purchases of VT, at an average price of $103.57, for a total of 5,659.00 shares. In addition, there have been 1 sales at an average price of $115.00 for 650.00 shares. Based on historical transaction data and VT's current price of $128.53, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his VT holdings is $132,448.97, reflecting a 22.60% gain to date.
BURKETT FINANCIAL SERVICES, LLC VT ($128.53) Holding Chart
BURKETT FINANCIAL SERVICES, LLC VT ($128.53) 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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