Berkshire Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
1,391
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $722K | Buy |
1,391
+1
| +0.1% | +$519 | 0.03% | 161 |
|
|
2024
Q4 | $777K | Sell |
1,390
-73
| -5% | -$40.8K | 0.04% | 159 |
|
|
2024
Q3 | $732K | Hold |
1,463
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $732K | Buy |
1,463
+41
| +3% | +$20.5K | 0.04% | 156 |
|
|
2024
Q1 | $684K | Hold |
1,422
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $621K | Hold |
1,422
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $558K | Buy |
1,422
+3
| +0.2% | +$1.18K | 0.03% | 137 |
|
|
2023
Q2 | $578K | Buy |
1,419
+370
| +35% | +$151K | 0.03% | 138 |
|
|
2023
Q1 | $394K | Buy |
1,049
+29
| +3% | +$10.9K | 0.02% | 160 |
|
|
2022
Q4 | $358K | Hold |
1,020
| – | – | 0.02% | 124 |
|
|
2022
Q3 | $335K | Sell |
1,020
-9
| -0.9% | -$2.96K | 0.02% | 161 |
|
|
2022
Q2 | $357K | Sell |
1,029
-8
| -0.8% | -$2.78K | 0.02% | 164 |
|
|
2022
Q1 | $431K | Buy |
1,037
+18
| +2% | +$7.48K | 0.03% | 145 |
|
|
2021
Q4 | $445K | Buy |
1,019
+180
| +21% | +$78.6K | 0.03% | 175 |
|
|
2021
Q3 | $331K | Buy |
839
+11
| +1% | +$4.34K | 0.02% | 189 |
|
|
2021
Q2 | $326K | Hold |
828
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $302K | Sell |
828
-155
| -16% | -$56.5K | 0.02% | 182 |
|
|
2020
Q4 | $338K | Buy |
983
+230
| +31% | +$79.1K | 0.03% | 176 |
|
|
2020
Q3 | $232K | Sell |
753
-125
| -14% | -$38.5K | 0.02% | 152 |
|
|
2020
Q2 | $249K | Sell |
878
-105
| -11% | -$29.8K | 0.02% | 146 |
|
|
2020
Q1 | $233K | Buy |
+983
| New | +$233K | 0.02% | 178 |
|
|
2018
Q4 | – | Sell |
-830
| Closed | -$222K | – | 225 |
|
|
2018
Q3 | $222K | Hold |
830
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $207K | Sell |
830
-502
| -38% | -$125K | 0.02% | 205 |
|
|
2018
Q1 | $322K | Hold |
1,332
| – | – | 0.03% | 166 |
|
|
2017
Q4 | $327K | Hold |
1,332
| – | – | 0.03% | 167 |
|
|
2017
Q3 | $307K | Hold |
1,332
| – | – | 0.03% | 155 |
|
|
2017
Q2 | $296K | Buy |
+1,332
| New | +$296K | 0.03% | 157 |
|
|
2016
Q4 | – | Sell |
-16,629
| Closed | -$3.3M | – | 189 |
|
|
2016
Q3 | $3.3M | Hold |
16,629
| – | – | 0.47% | 55 |
|
|
2016
Q2 | $3.2M | Hold |
16,629
| – | – | 0.49% | 53 |
|
|
2016
Q1 | $3.14M | Sell |
16,629
-10
| -0.1% | -$1.89K | 0.49% | 53 |
|
|
2015
Q4 | $3.11M | Buy |
16,639
+245
| +1% | +$45.8K | 0.51% | 53 |
|
|
2015
Q3 | $2.88M | Buy |
+16,394
| New | +$2.88M | 0.51% | 55 |
|