Birch Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
391
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $101K | Sell |
391
-137
| -26% | -$35.4K | 0.05% | 67 |
|
|
2024
Q4 | $139K | Sell |
528
-41
| -7% | -$10.8K | 0.07% | 61 |
|
|
2024
Q3 | $150K | Hold |
569
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $138K | Hold |
569
| – | – | 0.07% | 60 |
|
|
2024
Q1 | $142K | Buy |
569
+279
| +96% | +$69.7K | 0.07% | 61 |
|
|
2023
Q4 | $67.5K | Hold |
290
| – | – | 0.04% | 69 |
|
|
2023
Q3 | $60.4K | Hold |
290
| – | – | 0.04% | 71 |
|
|
2023
Q2 | $63.8K | Buy |
290
+7
| +2% | +$1.54K | 0.04% | 73 |
|
|
2023
Q1 | $59.7K | Hold |
283
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $57.7K | Buy |
283
+88
| +45% | +$17.9K | 0.04% | 77 |
|
|
2022
Q3 | $36.7K | Sell |
195
-35
| -15% | -$6.58K | 0.03% | 77 |
|
|
2022
Q2 | $45.3K | Hold |
230
| – | – | 0.03% | 77 |
|
|
2022
Q1 | $55K | Hold |
230
| – | – | 0.03% | 78 |
|
|
2021
Q4 | $59K | Hold |
230
| – | – | 0.04% | 77 |
|
|
2021
Q3 | $54K | Hold |
230
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $55K | Hold |
230
| – | – | 0.04% | 74 |
|
|
2021
Q1 | $51K | Buy |
+230
| New | +$51K | 0.04% | 73 |
|