Burkett Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Burkett Financial Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$100K	Sell
2025 Q1	$127K	Buy
2024 Q4	$134K	Sell
2024 Q3	$139K	Buy
2024 Q2	$127K	Sell
2024 Q1	$154K	Buy
2023 Q4	$140K	Buy