Burkett Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$790K	Buy
2025 Q2	$710K	Buy
2025 Q1	$581K	Buy
2024 Q4	$468K	Buy
2024 Q3	$450K	Sell
2024 Q2	$497K	Buy
2024 Q1	$419K	Buy
2023 Q4	$352K	Buy