Berkshire Money Management, Inc. Vanguard Dividend Appreciation Transaction History

Berkshire Money Management, Inc.

  • $796 Million
  • Q1 2025

A detailed history of Berkshire Money Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 283,545 shares of VIG stock, worth $51.6 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares
283,545
Previous 313,152 9.45%
Holding current value
$51.6 Million
Previous $57 Million 9.45%
% of portfolio
6.49%
Previous 6.82%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-29,607 Reduced 9.45%
283,545 $51.6 Million
Q4 2024

Jan 27, 2025
BUY
N/A
4,280 Added 1.39%
313,152 $57 Million
Q3 2024

Oct 16, 2024
SELL
$182.15 - $182.15 $23,315 - $23,315
-128 Reduced 0.04%
308,872 $56.3 Million
Q2 2024

Jul 19, 2024
BUY
$173.33 - $185.29 $339,900 - $363,353
1,961 Added 0.64%
309,000 $56.4 Million
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $867,788 - $942,529
-5,151 Reduced 1.65%
307,039 $56.1 Million
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $5.75 Million - $6.55 Million
-38,288 Reduced 10.92%
312,190 $53.2 Million
Q3 2023

Oct 17, 2023
SELL
$155.38 - $166.95 $15.2 Million - $16.3 Million
-97,841 Reduced 21.82%
350,478 $54.5 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $1.54 Million - $1.63 Million
10,064 Added 2.3%
448,319 $72.8 Million
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $5.05 Million - $5.43 Million
-34,312 Reduced 7.26%
438,255 $67.5 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $2.78 Million - $3.05 Million
-19,220 Reduced 3.91%
472,567 $71.8 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-256,515 Reduced 34.28%
491,787 $66.5 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-86,520 Reduced 10.36%
748,302 $107 Million
Q1 2022

Apr 19, 2022
BUY
N/A
114,359 Added 15.87%
834,822 $135 Million
Q4 2021

Jan 14, 2022
BUY
N/A
47,805 Added 7.11%
720,463 $124 Million
Q3 2021

Oct 13, 2021
BUY
N/A
16,733 Added 2.55%
672,658 $103 Million
Q2 2021

Jul 23, 2021
BUY
N/A
41,857 Added 6.82%
655,925 $102 Million
Q1 2021

Apr 20, 2021
SELL
N/A
-6,628 Reduced 1.07%
614,068 $90.3 Million
Q4 2020

Jan 25, 2021
BUY
N/A
104,409 Added 20.22%
620,696 $87.6 Million
Q3 2020

Oct 26, 2020
BUY
N/A
71,763 Added 16.14%
516,287 $66.4 Million
Q2 2020

Jul 27, 2020
BUY
N/A
184,297 Added 70.82%
444,524 $52.1 Million
Q1 2020

Apr 15, 2020
SELL
N/A
-384,157 Reduced 59.62%
260,227 $26.9 Million
Q4 2019

Jan 09, 2020
BUY
N/A
67,588 Added 11.72%
644,384 $80.3 Million
Q3 2019

Oct 21, 2019
BUY
N/A
1,407 Added 0.24%
576,796 $69 Million
Q2 2019

Jul 29, 2019
BUY
N/A
5,405 Added 0.95%
575,389 $66.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
105,193 Added 22.63%
569,984 $62.5 Million
Q4 2018

Feb 06, 2019
BUY
N/A
132,497 Added 39.87%
464,791 $45.5 Million
Q3 2018

Oct 17, 2018
SELL
N/A
-791 Reduced 0.24%
332,294 $36.8 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-11,172 Reduced 3.25%
333,085 $34.2 Million
Q1 2018

May 02, 2018
BUY
N/A
81,298 Added 30.92%
344,257 $34.8 Million
Q4 2017

Jan 29, 2018
BUY
N/A
7,842 Added 3.07%
262,959 $26.8 Million
Q3 2017

Nov 03, 2017
BUY
N/A
255,117
255,117 $24.7 Million

Others Institutions Holding VIG

# of Institutions
2,540
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Berkshire Money Management, Inc. Portfolio

Follow Berkshire Money Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email