Birchcreek Wealth 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 | $594K | Buy |
2,123
+129
| +6% | +$36.1K | 0.34% | 56 |
|
|
2025
Q1 | $516K | Buy |
1,994
+180
| +10% | +$46.6K | 0.33% | 55 |
|
|
2024
Q4 | $479K | Sell |
1,814
-17
| -0.9% | -$4.49K | 0.3% | 63 |
|
|
2024
Q3 | $483K | Sell |
1,831
-28
| -2% | -$7.39K | 0.32% | 63 |
|
|
2024
Q2 | $450K | Sell |
1,859
-275
| -13% | -$66.6K | 0.25% | 82 |
|
|
2024
Q1 | $533K | Sell |
2,134
-165
| -7% | -$41.2K | 0.28% | 78 |
|
|
2023
Q4 | $535K | Sell |
2,299
-86
| -4% | -$20K | 0.32% | 74 |
|
|
2023
Q3 | $497K | Sell |
2,385
-64
| -3% | -$13.3K | 0.34% | 76 |
|
|
2023
Q2 | $539K | Sell |
2,449
-357
| -13% | -$78.6K | 0.38% | 68 |
|
|
2023
Q1 | $592K | Buy |
2,806
+863
| +44% | +$182K | 0.47% | 55 |
|
|
2022
Q4 | $396K | Buy |
1,943
+202
| +12% | +$41.2K | 0.35% | 73 |
|
|
2022
Q3 | $327K | Hold |
1,741
| – | – | 0.3% | 78 |
|
|
2022
Q2 | $343K | Hold |
1,741
| – | – | 0.31% | 73 |
|
|
2022
Q1 | $414K | Buy |
1,741
+73
| +4% | +$17.4K | 0.37% | 62 |
|
|
2021
Q4 | $425K | Sell |
1,668
-30
| -2% | -$7.64K | 0.37% | 60 |
|
|
2021
Q3 | $402K | Hold |
1,698
| – | – | 0.38% | 65 |
|
|
2021
Q2 | $403K | Sell |
1,698
-150
| -8% | -$35.6K | 0.39% | 59 |
|
|
2021
Q1 | $409K | Hold |
1,848
| – | – | 0.43% | 60 |
|
|
2020
Q4 | $382K | Buy |
+1,848
| New | +$382K | 0.37% | 63 |
|