Birch Hill Investment Advisors’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 | $1.16M | Hold |
4,147
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $1.07M | Buy |
4,147
+82
| +2% | +$21.2K | 0.05% | 106 |
|
|
2024
Q4 | $1.07M | Sell |
4,065
-8
| -0.2% | -$2.11K | 0.05% | 108 |
|
|
2024
Q3 | $1.07M | Buy |
4,073
+3
| +0.1% | +$791 | 0.05% | 103 |
|
|
2024
Q2 | $985K | Hold |
4,070
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $1.02M | Sell |
4,070
-80
| -2% | -$20K | 0.05% | 103 |
|
|
2023
Q4 | $965K | Buy |
4,150
+112
| +3% | +$26.1K | 0.05% | 99 |
|
|
2023
Q3 | $841K | Hold |
4,038
| – | – | 0.05% | 102 |
|
|
2023
Q2 | $889K | Hold |
4,038
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $852K | Hold |
4,038
| – | – | 0.05% | 101 |
|
|
2022
Q4 | $823K | Hold |
4,038
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $759K | Sell |
4,038
-31
| -0.8% | -$5.83K | 0.05% | 95 |
|
|
2022
Q2 | $801K | Hold |
4,069
| – | – | 0.05% | 98 |
|
|
2022
Q1 | $968K | Sell |
4,069
-15
| -0.4% | -$3.57K | 0.05% | 101 |
|
|
2021
Q4 | $1.04M | Buy |
4,084
+312
| +8% | +$79.5K | 0.05% | 98 |
|
|
2021
Q3 | $893K | Buy |
3,772
+66
| +2% | +$15.6K | 0.05% | 102 |
|
|
2021
Q2 | $880K | Hold |
3,706
| – | – | 0.05% | 101 |
|
|
2021
Q1 | $820K | Hold |
3,706
| – | – | 0.05% | 100 |
|
|
2020
Q4 | $766K | Buy |
3,706
+10
| +0.3% | +$2.07K | 0.05% | 96 |
|
|
2020
Q3 | $651K | Sell |
3,696
-165
| -4% | -$29.1K | 0.04% | 99 |
|
|
2020
Q2 | $633K | Hold |
3,861
| – | – | 0.05% | 94 |
|
|
2020
Q1 | $508K | Hold |
3,861
| – | – | 0.04% | 95 |
|
|
2019
Q4 | $688K | Hold |
3,861
| – | – | 0.05% | 99 |
|
|
2019
Q3 | $647K | Sell |
3,861
-512
| -12% | -$85.8K | 0.05% | 100 |
|
|
2019
Q2 | $731K | Hold |
4,373
| – | – | 0.05% | 97 |
|
|
2019
Q1 | $703K | Buy |
4,373
+311
| +8% | +$50K | 0.05% | 98 |
|
|
2018
Q4 | $561K | Hold |
4,062
| – | – | 0.05% | 101 |
|
|
2018
Q3 | $667K | Buy |
4,062
+512
| +14% | +$84.1K | 0.05% | 105 |
|
|
2018
Q2 | $560K | Hold |
3,550
| – | – | 0.04% | 110 |
|
|
2018
Q1 | $547K | Hold |
3,550
| – | – | 0.05% | 104 |
|
|
2017
Q4 | $549K | Buy |
3,550
+40
| +1% | +$6.19K | 0.05% | 99 |
|
|
2017
Q3 | $516K | Hold |
3,510
| – | – | 0.04% | 100 |
|
|
2017
Q2 | $500K | Buy |
3,510
+160
| +5% | +$22.8K | 0.04% | 100 |
|
|
2017
Q1 | $466K | Buy |
3,350
+75
| +2% | +$10.4K | 0.04% | 99 |
|
|
2016
Q4 | $431K | Sell |
3,275
-348
| -10% | -$45.8K | 0.04% | 100 |
|
|
2016
Q3 | $469K | Hold |
3,623
| – | – | 0.04% | 99 |
|
|
2016
Q2 | $448K | Hold |
3,623
| – | – | 0.04% | 100 |
|
|
2016
Q1 | $439K | Hold |
3,623
| – | – | 0.05% | 100 |
|
|
2015
Q4 | $435K | Hold |
3,623
| – | – | 0.05% | 99 |
|
|
2015
Q3 | $423K | Sell |
3,623
-352
| -9% | -$41.1K | 0.05% | 100 |
|
|
2015
Q2 | $507K | Buy |
3,975
+780
| +24% | +$99.5K | 0.05% | 103 |
|
|
2015
Q1 | $424K | Buy |
3,195
+195
| +7% | +$25.9K | 0.04% | 110 |
|
|
2014
Q4 | $371K | Hold |
3,000
| – | – | 0.04% | 113 |
|
|
2014
Q3 | $352K | Hold |
3,000
| – | – | 0.04% | 110 |
|
|
2014
Q2 | $356K | Hold |
3,000
| – | – | 0.04% | 108 |
|
|
2014
Q1 | $341K | Hold |
3,000
| – | – | 0.04% | 112 |
|
|
2013
Q4 | $330K | Buy |
+3,000
| New | +$330K | 0.04% | 118 |
|