Birchcreek Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 1,859 shares of VO stock, worth $494,122. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,859
Previous 2,134 12.89%
Holding current value
$494,122
Previous $533,000 15.57%
% of portfolio
0.26%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$234.99 - $248.98 $64,622 - $68,469
-275 Reduced 12.89%
1,859 $450,000
Q1 2024

Apr 29, 2024
SELL
$225.86 - $249.86 $37,266 - $41,226
-165 Reduced 7.18%
2,134 $533,000
Q4 2023

Feb 05, 2024
SELL
$195.66 - $233.95 $16,826 - $20,119
-86 Reduced 3.61%
2,299 $534,000
Q3 2023

Oct 23, 2023
SELL
$206.6 - $228.23 $13,222 - $14,606
-64 Reduced 2.61%
2,385 $496,000
Q2 2023

Jul 20, 2023
SELL
$203.43 - $220.16 $72,624 - $78,597
-357 Reduced 12.72%
2,449 $539,000
Q1 2023

May 01, 2023
BUY
$200.2 - $225.98 $172,772 - $195,020
863 Added 44.42%
2,806 $591,000
Q4 2022

Feb 06, 2023
BUY
$186.57 - $217.26 $37,687 - $43,886
202 Added 11.6%
1,943 $396,000
Q1 2022

May 13, 2022
BUY
$219.86 - $253.39 $16,049 - $18,497
73 Added 4.38%
1,741 $414,000
Q4 2021

Feb 09, 2022
SELL
$236.98 - $261.2 $7,109 - $7,836
-30 Reduced 1.77%
1,668 $425,000
Q2 2021

Aug 16, 2021
SELL
$223.23 - $238.25 $33,484 - $35,737
-150 Reduced 8.12%
1,698 $403,000
Q4 2020

Jan 28, 2021
BUY
$176.14 - $208.21 $325,506 - $384,772
1,848 New
1,848 $382,000

Others Institutions Holding VO

# of Institutions
2,036
Shares Held
171M
Call Options Held
62.2K
Put Options Held
110K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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