I honestly don't know and it's something I struggle with constantly. If I wouldn't buy something at a particular price, and I own it, does that necessitate that I sell? I don't really know.
I will say this, I thought VGC was crazy at $190pp and I sold it. I don't need the 11-month advantage at BLT so I sold that. However, I also think that BWV at $125pp is too high but I'm not selling that. Not yet anyway. At this point I think you hold VGF because the alternatives are not good. I tend to book studios at BWV so I need to own there to have a shot. Same with VGF...if you don't own there you're going to have a tough time staying there.
What do you think you should do?