Berkshire Money Management, Inc. Vanguard Large Cap ETF Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$214.62 - $240.49 $709,104 - $794,578	-3,304 Reduced 22.95%	11,094 $2.66 Million
Q4 2023 Feb 08, 2024	SELL	$188.0 - $219.17 $897,700 - $1.05 Million	-4,775 Reduced 24.9%	14,398 $3.14 Million
Q3 2023 Oct 17, 2023	BUY	$195.09 - $209.59 $36,091 - $38,774	185 Added 0.97%	19,173 $3.75 Million
Q2 2023 Aug 07, 2023	SELL	$184.38 - $202.72 $1.41 Million - $1.55 Million	-7,633 Reduced 28.67%	18,988 $3.85 Million
Q1 2023 May 12, 2023	SELL	$172.79 - $190.36 $572,971 - $631,233	-3,316 Reduced 11.08%	26,621 $4.97 Million
Q4 2022 Feb 13, 2023	BUY	$162.98 - $185.93 $495,459 - $565,227	3,040 Added 11.3%	29,937 $5.22 Million
Q3 2022 Oct 21, 2022	SELL	$163.56 - $196.95 $2.06 Million - $2.48 Million	-12,607 Reduced 31.91%	26,897 $4.4 Million
Q2 2022 Jul 14, 2022	BUY	$167.29 - $210.78 $6.61 Million - $8.33 Million	39,504 New	39,504 $6.81 Million

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

Track This Portfolio

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.