Vanguard Capital Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$934K Hold
1,923
0.93% 27
2025
Q1
$1.02M Hold
1,923
1.25% 15
2024
Q4
$872K Hold
1,923
0.95% 19
2024
Q3
$885K Sell
1,923
-60
-3% -$27.6K 0.93% 23
2024
Q2
$807K Sell
1,983
-130
-6% -$52.9K 0.55% 38
2024
Q1
$889K Hold
2,113
0.63% 36
2023
Q4
$754K Buy
2,113
+90
+4% +$32.1K 0.61% 32
2023
Q3
$709K Buy
2,023
+102
+5% +$35.7K 0.66% 34
2023
Q2
$655K Hold
1,921
0.59% 36
2023
Q1
$593K Hold
1,921
0.59% 42
2022
Q4
$593K Hold
1,921
0.69% 41
2022
Q3
$513K Sell
1,921
-70
-4% -$18.7K 0.62% 43
2022
Q2
$524K Hold
1,991
0.59% 47
2022
Q1
$702K Hold
1,991
0.5% 48
2021
Q4
$595K Hold
1,991
0.43% 59
2021
Q3
$543 Hold
1,991
0.36% 68
2021
Q2
$553K Hold
1,991
0.42% 63
2021
Q1
$525K Hold
1,991
0.45% 57
2020
Q4
$457K Buy
+1,991
New +$457K 0.42% 65
2020
Q2
$355K Buy
+1,994
New +$355K 0.41% 67
2019
Q4
$891K Hold
3,938
0.93% 28
2019
Q3
$819K Hold
3,938
0.96% 25
2019
Q2
$839K Hold
3,938
1.02% 27
2019
Q1
$791K Buy
3,938
+200
+5% +$40.2K 0.99% 28
2018
Q4
$763K Hold
3,738
1.14% 24
2018
Q3
$800K Buy
3,738
+108
+3% +$23.1K 0.91% 27
2018
Q2
$677K Sell
3,630
-1
-0% -$187 0.9% 40
2018
Q1
$714K Sell
3,631
-100
-3% -$19.7K 0.94% 31
2017
Q4
$740K Buy
+3,731
New +$740K 0.93% 35