Berkshire Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.4M | Buy |
256,296
+516
| +0.2% | +$38.3K | 0.79% | 43 |
|
|
2025
Q4 | $18.6M | Sell |
255,780
-672
| -0.3% | -$48.9K | 0.81% | 44 |
|
|
2025
Q3 | $18.8M | Sell |
256,452
-152
| -0.1% | -$10.9K | 0.8% | 43 |
|
|
2025
Q2 | $18M | Sell |
256,604
-1,984
| -0.8% | -$130K | 0.81% | 42 |
|
|
2025
Q1 | $17M | Sell |
258,588
-17,212
| -6% | -$1.16M | 0.81% | 42 |
|
|
2024
Q4 | $19.1M | Sell |
275,800
-35,596
| -11% | -$2.42M | 0.9% | 35 |
|
|
2024
Q3 | $18.8M | Hold |
311,396
| – | – | 0.96% | 36 |
|
|
2024
Q2 | $18.8M | Buy |
311,396
+3,492
| +1% | +$212K | 0.94% | 37 |
|
|
2024
Q1 | $19.2M | Buy |
307,904
+5,104
| +2% | +$302K | 1.02% | 36 |
|
|
2023
Q4 | $17.6M | Buy |
302,800
+6,724
| +2% | +$359K | 1% | 39 |
|
|
2023
Q3 | $15.4M | Buy |
296,076
+8,844
| +3% | +$485K | 0.96% | 38 |
|
|
2023
Q2 | $15.8M | Sell |
287,232
-2,060
| -0.7% | -$108K | 0.94% | 39 |
|
|
2023
Q1 | $15.3M | Sell |
289,292
-76
| -0% | -$4.04K | 0.94% | 38 |
|
|
2022
Q4 | $14.7M | Sell |
289,368
-744
| -0.3% | -$37.9K | 0.95% | 38 |
|
|
2022
Q3 | $13.6M | Buy |
290,112
+888
| +0.3% | +$46.4K | 0.97% | 36 |
|
|
2022
Q2 | $14.2M | Buy |
289,224
+13,324
| +5% | +$720K | 0.93% | 37 |
|
|
2022
Q1 | $16.4M | Buy |
275,900
+5,476
| +2% | +$321K | 1.03% | 35 |
|
|
2021
Q4 | $17.2M | Buy |
270,424
+988
| +0.4% | +$61.9K | 1.05% | 35 |
|
|
2021
Q3 | $15.9M | Buy |
269,436
+2,984
| +1% | +$180K | 1.07% | 36 |
|
|
2021
Q2 | $15.8M | Buy |
266,452
+564
| +0.2% | +$32.7K | 1.07% | 37 |
|
|
2021
Q1 | $14.7M | Buy |
265,888
+1,424
| +0.5% | +$77.3K | 1.09% | 36 |
|
|
2020
Q4 | $13.7M | Buy |
264,464
+5,584
| +2% | +$270K | 1.05% | 38 |
|
|
2020
Q3 | $11.4M | Buy |
258,880
+1,948
| +0.8% | +$84.9K | 1.1% | 38 |
|
|
2020
Q2 | $10.5M | Sell |
256,932
-32,048
| -11% | -$1.23M | 0.97% | 39 |
|
|
2020
Q1 | $9.51M | Buy |
288,980
+37,588
| +15% | +$1.56M | 0.99% | 39 |
|
|
2019
Q4 | $11.2M | Buy |
251,392
+1,476
| +0.6% | +$63.4K | 0.95% | 40 |
|
|
2019
Q3 | $10.5M | Buy |
249,916
+2,464
| +1% | +$103K | 0.9% | 40 |
|
|
2019
Q2 | $10.3M | Buy |
247,452
+5,232
| +2% | +$214K | 0.86% | 42 |
|
|
2019
Q1 | $9.73M | Buy |
242,220
+4,800
| +2% | +$185K | 0.83% | 42 |
|
|
2018
Q4 | $8.2M | Sell |
237,420
-1,828
| -0.8% | -$68.6K | 0.77% | 46 |
|
|
2018
Q3 | $9.82M | Sell |
239,248
-5,692
| -2% | -$232K | 0.83% | 42 |
|
|
2018
Q2 | $9.65M | Buy |
244,940
+8,400
| +4% | +$330K | 0.9% | 42 |
|
|
2018
Q1 | $9.12M | Buy |
236,540
+5,000
| +2% | +$197K | 0.89% | 42 |
|
|
2017
Q4 | $8.96M | Hold |
231,540
| – | – | 0.87% | 42 |
|
|
2017
Q3 | $8.51M | Sell |
231,540
-16,880
| -7% | -$609K | 0.95% | 40 |
|
|
2017
Q2 | $8.85M | Hold |
248,420
| – | – | 1.01% | 38 |
|
|
2017
Q1 | $8.65M | Buy |
248,420
+2,600
| +1% | +$89.3K | 1.03% | 40 |
|
|
2016
Q4 | $8.09M | Sell |
245,820
-16,644
| -6% | -$539K | 1.04% | 39 |
|
|
2016
Q3 | $8.49M | Sell |
262,464
-34,576
| -12% | -$1.11M | 1.22% | 32 |
|
|
2016
Q2 | $9.18M | Hold |
297,040
| – | – | 1.4% | 27 |
|
|
2016
Q1 | $9M | Buy |
297,040
+30,304
| +11% | +$857K | 1.4% | 27 |
|
|
2015
Q4 | $8.01M | Buy |
266,736
+20,108
| +8% | +$613K | 1.32% | 29 |
|
|
2015
Q3 | $7.19M | Buy |
246,628
+27,808
| +13% | +$867K | 1.28% | 30 |
|
|
2015
Q2 | $6.97M | Buy |
218,820
+6,044
| +3% | +$196K | 1.17% | 32 |
|
|
2015
Q1 | $7.06M | Buy |
212,776
+47,836
| +29% | +$1.5M | 1.18% | 31 |
|
|
2014
Q4 | $5.09M | Sell |
164,940
-5,788
| -3% | -$174K | 0.87% | 43 |
|
|
2014
Q3 | $5.01M | Buy |
170,728
+6,416
| +4% | +$190K | 0.92% | 40 |
|
|
2014
Q2 | $4.88M | Sell |
164,312
-164
| -0.1% | -$4.68K | 0.91% | 42 |
|
|
2014
Q1 | $4.67M | Buy |
164,476
+588
| +0.4% | +$16.3K | 0.9% | 41 |
|
|
2013
Q4 | $4.51M | Buy |
163,888
+95,176
| +139% | +$2.53M | 0.85% | 46 |
|
|
2013
Q3 | $1.76M | Buy |
68,712
+512
| +0.8% | +$12.8K | 0.42% | 63 |
|
|
2013
Q2 | $1.62M | Buy |
+68,200
| New | +$1.62M | 0.45% | 58 |
|