Birch Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$115K Hold
2025
Q2
$109K Hold
2025
Q1
$101K Sell
2024
Q4
$139K Sell
2024
Q3
$150K Hold
2024
Q2
$138K Hold
2024
Q1
$142K Buy
2023
Q4
$67.5K Hold
2023
Q3
$60.4K Hold
2023
Q2
$63.8K Buy
2023
Q1
$59.7K Hold
2022
Q4
$57.7K Buy
2022
Q3
$36.7K Sell
2022
Q2
$45.3K Hold
2022
Q1
$55K Hold
2021
Q4
$59K Hold
2021
Q3
$54K Hold
2021
Q2
$55K Hold
2021
Q1
$51K Buy