BMM
Berkshire Money Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
6,244
-158
| -2% | -$89.8K | 0.37% | 23 |
|
|
2025
Q1 | $3.29M | Sell |
6,402
-296
| -4% | -$152K | 0.37% | 23 |
|
|
2024
Q4 | $3.61M | Buy |
+6,698
| New | +$3.61M | 0.39% | 20 |
|
|
2024
Q2 | – | Sell |
-7,345
| Closed | -$3.53M | – | 81 |
|
|
2024
Q1 | $3.53M | Sell |
7,345
-3,702
| -34% | -$1.78M | 0.43% | 21 |
|
|
2023
Q4 | $4.83M | Buy |
11,047
+477
| +5% | +$208K | 0.64% | 21 |
|
|
2023
Q3 | $4.15M | Sell |
10,570
-35
| -0.3% | -$13.7K | 0.63% | 20 |
|
|
2023
Q2 | $4.32M | Sell |
10,605
-294
| -3% | -$120K | 0.62% | 24 |
|
|
2023
Q1 | $4.1M | Sell |
10,899
-2,878
| -21% | -$1.08M | 0.62% | 27 |
|
|
2022
Q4 | $4.84M | Buy |
13,777
+2,109
| +18% | +$741K | 0.77% | 20 |
|
|
2022
Q3 | $3.83M | Buy |
+11,668
| New | +$3.83M | 0.66% | 24 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$118K | – | 79 |
|
|
2020
Q1 | $118K | Buy |
+500
| New | +$118K | 0.03% | 44 |
|
|
2019
Q1 | – | Sell |
-1,091
| Closed | -$251K | – | 32 |
|
|
2018
Q4 | $251K | Buy |
+1,091
| New | +$251K | 0.06% | 29 |
|