Number of Shares
185,291.00
Current Holdings Value*
$98.68 Mil
% of Portfolio
1.46%
Total Estimate Gain
$21.56 Mil
% of Total Estimate Gain
32.54%

Vanguard Personalized Indexing Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Vanguard Personalized Indexing Management, LLC held 185,291.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $98.68 Mil. This investment constitutes 1.46% of their stock portfolio, and Vanguard Personalized Indexing Management, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q1. And since then Vanguard Personalized Indexing Management, LLC has made 19 purchases of BRK.B, at an average price of $357.41, for a total of 185,362.00 shares. In addition, there have been 1 sales at an average price of $242.84 for 71.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Vanguard Personalized Indexing Management, LLC's estimated gain on his BRK.B holdings is $21.56 Mil, reflecting a 32.54% gain to date.

Vanguard Personalized Indexing Management, LLC BRK.B ($473.80) Holding Chart

Vanguard Personalized Indexing Management, LLC 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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