Number of Shares
19,478.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
2.33%
Total Estimate Gain
$2.94 Mil
% of Total Estimate Gain
14.01%

VP Disciplined Core Value Fund's Berkshire Hathaway Inc Holding Summary

As of 2024-03-31, VP Disciplined Core Value Fund held 19,478.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.19 Mil. This investment constitutes 2.33% of their stock portfolio, and VP Disciplined Core Value Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then VP Disciplined Core Value Fund has made 4 purchases of BRK.B, at an average price of $323.64, for a total of 64,828.00 shares. In addition, there have been 3 sales at an average price of $323.93 for 45,350.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, VP Disciplined Core Value Fund's estimated gain on his BRK.B holdings is $2.94 Mil, reflecting a 14.01% gain to date.

VP Disciplined Core Value Fund BRK.B ($473.80) Holding Chart

VP Disciplined Core Value Fund 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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