Birchcreek Wealth Management’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 | $635K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $516K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $409K | Hold |
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|
2020
Q4 | $382K | Buy |
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