Burkett Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
5,525
+516
| +10% | +$66.3K | 0.26% | 32 |
|
|
2025
Q1 | $581K | Buy |
5,009
+1,025
| +26% | +$119K | 0.24% | 33 |
|
|
2024
Q4 | $468K | Buy |
3,984
+222
| +6% | +$26.1K | 0.19% | 34 |
|
|
2024
Q3 | $450K | Sell |
3,762
-650
| -15% | -$77.8K | 0.19% | 35 |
|
|
2024
Q2 | $497K | Buy |
4,412
+617
| +16% | +$69.5K | 0.26% | 31 |
|
|
2024
Q1 | $419K | Buy |
3,795
+376
| +11% | +$41.5K | 0.22% | 33 |
|
|
2023
Q4 | $352K | Buy |
+3,419
| New | +$352K | 0.2% | 36 |
|