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

Birch Capital Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.6K Sell
1,332
-232
-15% -$17.2K 0.05% 64
2025
Q4 		$113K Hold
1,564
– – 0.06% 61
2025
Q3 		$115K Hold
1,564
– – 0.06% 64
2025
Q2 		$109K Hold
1,564
– – 0.06% 67
2025
Q1 		$101K Sell
1,564
-548
-26% -$36.8K 0.05% 67
2024
Q4 		$139K Sell
2,112
-164
-7% -$11.1K 0.07% 61
2024
Q3 		$150K Hold
2,276
– – 0.07% 59
2024
Q2 		$138K Hold
2,276
– – 0.07% 60
2024
Q1 		$142K Buy
2,276
+1,116
+96% +$66K 0.07% 61
2023
Q4 		$67.5K Hold
1,160
– – 0.04% 69
2023
Q3 		$60.4K Hold
1,160
– – 0.04% 71
2023
Q2 		$63.8K Buy
1,160
+28
+2% +$1.47K 0.04% 73
2023
Q1 		$59.7K Hold
1,132
– – 0.04% 75
2022
Q4 		$57.7K Buy
1,132
+352
+45% +$17.9K 0.04% 77
2022
Q3 		$36.7K Sell
780
-140
-15% -$7.32K 0.03% 77
2022
Q2 		$45.3K Hold
920
– – 0.03% 77
2022
Q1 		$55K Hold
920
– – 0.03% 78
2021
Q4 		$59K Hold
920
– – 0.04% 77
2021
Q3 		$54K Hold
920
– – 0.04% 73
2021
Q2 		$55K Hold
920
– – 0.04% 74
2021
Q1 		$51K Buy
+920
New +$49.9K 0.04% 73

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