BMM
Berkshire Money Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
24,971
-54,690
| -69% | -$24M | 1.15% | 17 |
|
|
2025
Q1 | $29.5M | Sell |
79,661
-454
| -0.6% | -$168K | 3.31% | 10 |
|
|
2024
Q4 | $32.9M | Buy |
80,115
+414
| +0.5% | +$170K | 3.58% | 11 |
|
|
2024
Q3 | $30.6M | Buy |
79,701
+1,491
| +2% | +$572K | 3.5% | 11 |
|
|
2024
Q2 | $29.3M | Buy |
78,210
+16,740
| +27% | +$6.26M | 3.55% | 11 |
|
|
2024
Q1 | $21.2M | Sell |
61,470
-667
| -1% | -$230K | 2.55% | 12 |
|
|
2023
Q4 | $19.3M | Sell |
62,137
-868
| -1% | -$270K | 2.57% | 10 |
|
|
2023
Q3 | $17.2M | Sell |
63,005
-1,804
| -3% | -$491K | 2.6% | 12 |
|
|
2023
Q2 | $18.3M | Sell |
64,809
-1,720
| -3% | -$487K | 2.65% | 14 |
|
|
2023
Q1 | $16.6M | Buy |
66,529
+752
| +1% | +$188K | 2.52% | 13 |
|
|
2022
Q4 | $14M | Sell |
65,777
-3,296
| -5% | -$702K | 2.22% | 12 |
|
|
2022
Q3 | $14.8M | Sell |
69,073
-8,972
| -11% | -$1.92M | 2.54% | 11 |
|
|
2022
Q2 | $17.4M | Sell |
78,045
-9,541
| -11% | -$2.13M | 2.89% | 10 |
|
|
2022
Q1 | $25.2M | Sell |
87,586
-78,778
| -47% | -$22.7M | 3.62% | 9 |
|
|
2021
Q4 | $53.4M | Buy |
166,364
+85
| +0.1% | +$27.3K | 7.81% | 5 |
|
|
2021
Q3 | $48.2M | Buy |
166,279
+2,430
| +1% | +$705K | 7.66% | 5 |
|
|
2021
Q2 | $47M | Buy |
163,849
+774
| +0.5% | +$222K | 7.56% | 5 |
|
|
2021
Q1 | $41.9M | Buy |
163,075
+2,302
| +1% | +$592K | 7.33% | 5 |
|
|
2020
Q4 | $40.7M | Buy |
160,773
+14,206
| +10% | +$3.6M | 7.52% | 5 |
|
|
2020
Q3 | $33.4M | Buy |
146,567
+107,875
| +279% | +$24.6M | 6.93% | 7 |
|
|
2020
Q2 | $7.82M | Buy |
38,692
+37,558
| +3,312% | +$7.59M | 1.72% | 17 |
|
|
2020
Q1 | $178K | Sell |
1,134
-81,059
| -99% | -$12.7M | 0.04% | 38 |
|
|
2019
Q4 | $15M | Sell |
82,193
-1,983
| -2% | -$361K | 2.92% | 11 |
|
|
2019
Q3 | $14M | Sell |
84,176
-585
| -0.7% | -$97.3K | 2.89% | 11 |
|
|
2019
Q2 | $13.8M | Sell |
84,761
-918
| -1% | -$150K | 2.93% | 11 |
|
|
2019
Q1 | $13.4M | Buy |
85,679
+9,813
| +13% | +$1.53M | 2.97% | 9 |
|
|
2018
Q4 | $10.2M | Sell |
75,866
-161,665
| -68% | -$21.7M | 2.54% | 12 |
|
|
2018
Q3 | $38.3M | Buy |
237,531
+4,537
| +2% | +$731K | 8.45% | 5 |
|
|
2018
Q2 | $35.5M | Buy |
232,994
+96,372
| +71% | +$14.7M | 8.29% | 6 |
|
|
2018
Q1 | $19.4M | Buy |
136,622
+13,816
| +11% | +$1.96M | 4.84% | 7 |
|
|
2017
Q4 | $17.3M | Buy |
122,806
+536
| +0.4% | +$75.4K | 4.32% | 7 |
|
|
2017
Q3 | $16.7M | Buy |
122,270
+1,805
| +1% | +$247K | 4.36% | 7 |
|
|
2017
Q2 | $15.3M | Buy |
120,465
+1,552
| +1% | +$197K | 4.31% | 7 |
|
|
2017
Q1 | $14.5M | Sell |
118,913
-1,070
| -0.9% | -$130K | 4.35% | 8 |
|
|
2016
Q4 | $13.4M | Sell |
119,983
-7,851
| -6% | -$875K | 3.97% | 9 |
|
|
2016
Q3 | $14.4M | Buy |
127,834
+73,220
| +134% | +$8.22M | 4.41% | 9 |
|
|
2016
Q2 | $5.86M | Sell |
54,614
-188,106
| -77% | -$20.2M | 2.01% | 14 |
|
|
2016
Q1 | $25.8M | Sell |
242,720
-131
| -0.1% | -$13.9K | 7.87% | 4 |
|
|
2015
Q4 | $25.8M | Buy |
+242,851
| New | +$25.8M | 7.87% | 3 |
|
|
2015
Q3 | – | Sell |
-2,884
| Closed | -$309K | – | 20 |
|
|
2015
Q2 | $309K | Buy |
+2,884
| New | +$309K | 0.09% | 16 |
|