Birchcreek Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Birchcreek Wealth Management, LLC

$159 Million
Q4 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 1,814 shares of VO stock, worth $501,226. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,814

Previous 1,831 0.93%

Holding current value

$501,226

Previous $483,000 0.83%

% of portfolio

0.3%

Previous 0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$261.5 - $284.63 $4,445 - $4,838	-17 Reduced 0.93%	1,814 $479,000
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $6,659 - $7,387	-28 Reduced 1.51%	1,831 $483,000
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

2,197

Shares Held

184M

Call Options Held

52.1K

Put Options Held

9.6K

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About VANGUARD MID-CAP ETF

Ticker VO
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Birchcreek Wealth Management, LLC Vanguard Mid Cap ETF Transaction History