Osborne Partners Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,736
Closed -$456K 205
2022
Q1
$456K Sell
5,736
-1,013
-15% -$80.5K 0.03% 147
2021
Q4
$572K Sell
6,749
-1,893
-22% -$160K 0.04% 143
2021
Q3
$738K Sell
8,642
-4,142
-32% -$354K 0.06% 126
2021
Q2
$1.1M Buy
+12,784
New +$1.1M 0.09% 121