Number of Shares
108,704.00
Current Holdings Value*
$6.50 Mil
% of Portfolio
2.34%
Total Estimate Gain
$23,012.07
% of Total Estimate Gain
0.36%

BURKETT FINANCIAL SERVICES, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 108,704.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $6.50 Mil. This investment constitutes 2.34% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 6 purchases of VGIT, at an average price of $58.88, for a total of 108,704.00 shares. Based on historical transaction data and VGIT's current price of $59.09, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his VGIT holdings is $23,012.07, reflecting a 0.36% gain to date.

BURKETT FINANCIAL SERVICES, LLC VGIT ($59.09) Holding Chart

BURKETT FINANCIAL SERVICES, LLC VGIT ($59.09) 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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