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 |
|