Birch Hill Investment Advisors’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 | $1.23M | Buy |
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|
2025
Q2 | $1.16M | Hold |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $985K | Hold |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $965K | Buy |
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|
2023
Q3 | $841K | Hold |
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|
2023
Q2 | $889K | Hold |
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|
2023
Q1 | $852K | Hold |
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|
2022
Q4 | $823K | Hold |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $801K | Hold |
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|
2022
Q1 | $968K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $893K | Buy |
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|
2021
Q2 | $880K | Hold |
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|
2021
Q1 | $820K | Hold |
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|
2020
Q4 | $766K | Buy |
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|
2020
Q3 | $651K | Sell |
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|
2020
Q2 | $633K | Hold |
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|
2020
Q1 | $508K | Hold |
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|
2019
Q4 | $688K | Hold |
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|
2019
Q3 | $647K | Sell |
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|
2019
Q2 | $731K | Hold |
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|
2019
Q1 | $703K | Buy |
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|
2018
Q4 | $561K | Hold |
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|
2018
Q3 | $667K | Buy |
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|
2018
Q2 | $560K | Hold |
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|
2018
Q1 | $547K | Hold |
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|
2017
Q4 | $549K | Buy |
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|
2017
Q3 | $516K | Hold |
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|
2017
Q2 | $500K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $431K | Sell |
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|
2016
Q3 | $469K | Hold |
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|
2016
Q2 | $448K | Hold |
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|
2016
Q1 | $439K | Hold |
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|
2015
Q4 | $435K | Hold |
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|
2015
Q3 | $423K | Sell |
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|
2015
Q2 | $507K | Buy |
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|
2015
Q1 | $424K | Buy |
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|
2014
Q4 | $371K | Hold |
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|
2014
Q3 | $352K | Hold |
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|
2014
Q2 | $356K | Hold |
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|
2014
Q1 | $341K | Hold |
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|
2013
Q4 | $330K | Buy |
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