Berkshire Money Management, Inc. Vanguard Dividend Appreciation Transaction History

Berkshire Money Management, Inc.

$760 Million
Q2 2024

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 309,000 shares of VIG stock, worth $56.3 Million. This represents 7.42% of its overall portfolio holdings.

Number of Shares

309,000

Previous 307,039 0.64%

Holding current value

$56.3 Million

Previous $56.1 Million 0.6%

% of portfolio

7.42%

Previous 7.32%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

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Berkshire Money Management, Inc. Vanguard Dividend Appreciation Transaction History