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
2,504
Shares Held
234M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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