Berger Financial Group’s VanEck Bitcoin Trust HODL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.9M Buy
621,856
+40,795
+7% +$1.24M 1.22% 17
2025
Q1
$13.5M Buy
581,061
+175,469
+43% +$4.09M 0.94% 22
2024
Q4
$10.7M Buy
405,592
+6,128
+2% +$162K 0.74% 34
2024
Q3
$7.17M Buy
+399,464
New +$7.17M 0.52% 43