Birch Capital Management, LLC Vanguard Mid Cap ETF Transaction History

Birch Capital Management, LLC

$193 Million
Q4 2024

A detailed history of Birch Capital Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Birch Capital Management, LLC holds 528 shares of VO stock, worth $142,787. This represents 0.07% of its overall portfolio holdings.

Number of Shares

528

Previous 569 7.21%

Holding current value

$142,787

Previous $150,000 7.33%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$261.5 - $284.63 $10,721 - $11,669	-41 Reduced 7.21%	528 $139,000
Q1 2024 Apr 11, 2024	BUY	$225.86 - $249.86 $63,014 - $69,710	279 Added 96.21%	569 $142,000
Q2 2023 Jul 12, 2023	BUY	$203.43 - $220.16 $1,424 - $1,541	7 Added 2.47%	290 $63,000
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $16,418 - $19,118	88 Added 45.13%	283 $57,000
Q3 2022 Mar 30, 2023	SELL	$187.98 - $227.42 $16,542 - $20,012	-88 Reduced 31.1%	195 $0
Q3 2022 Oct 06, 2022	SELL	$187.98 - $227.42 $6,579 - $7,959	-35 Reduced 15.22%	195 $37,000
Q2 2022 Mar 30, 2023	SELL	$190.36 - $240.41 $10,089 - $12,741	-53 Reduced 18.73%	230 $0
Q1 2021 Apr 05, 2021	BUY	$203.74 - $225.89 $46,860 - $51,954	230 New	230 $51,000

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Birch Capital Management, LLC Vanguard Mid Cap ETF Transaction History