VANTAGE WEALTH BRK.B Holdings History

Number of Shares
36,638.00
Current Holdings Value*
$17.80 Mil
% of Portfolio
4.03%
Total Estimate Gain
$20.05 Mil
% of Total Estimate Gain
139.93%

VANTAGE WEALTH's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, VANTAGE WEALTH held 36,638.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $17.80 Mil. This investment constitutes 4.03% of their stock portfolio, and VANTAGE WEALTH now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q1. And since then VANTAGE WEALTH has made 20 purchases of BRK.B, at an average price of $154.50, for a total of 92,724.00 shares. In addition, there have been 17 sales at an average price of $303.34 for 56,086.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, VANTAGE WEALTH's estimated gain on his BRK.B holdings is $20.05 Mil, reflecting a 139.93% gain to date.

VANTAGE WEALTH BRK.B ($473.80) Holding Chart

VANTAGE WEALTH BRK.B ($473.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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