Osborne Partners Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $333K | Sell |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $326K | Sell |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $468K | Buy |
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|
2017
Q1 | $241K | Buy |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Hold |
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|
2015
Q1 | $211K | Buy |
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|
2014
Q4 | $201K | Buy |
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