VWA
BURL icon

Valued Wealth Advisors’s Burlington BURL Stock Holding History

Valued Wealth Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.9K Buy
12
+4
+50% +$1.23K ﹤0.01% 436
2025
Q4 		$2.31K Buy
8
+4
+100% +$1.08K ﹤0.01% 389
2025
Q3 		$1.02K Buy
4
+1
+33% +$272 ﹤0.01% 452
2025
Q2 		$698 Sell
3
-3
-50% -$713 ﹤0.01% 486
2025
Q1 		$1.43K Sell
6
-9
-60% -$2.33K ﹤0.01% 442
2024
Q4 		$4.28K Buy
15
+12
+400% +$3.24K ﹤0.01% 320
2024
Q3 		$791 Hold
3
– – ﹤0.01% 484
2024
Q2 		$720 Buy
3
+1
+50% +$206 ﹤0.01% 471
2024
Q1 		$465 Sell
2
-1
-33% -$204 ﹤0.01% 499
2023
Q4 		$406 Buy
+3
New +$448 ﹤0.01% 448

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return