OPCM
Osborne Partners Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Buy |
85,444
+4,335
| +5% | +$359K | 0.38% | 93 |
|
|
2025
Q1 | $6.63M | Sell |
81,109
-1,568
| -2% | -$128K | 0.38% | 91 |
|
|
2024
Q4 | $6.64M | Buy |
82,677
+3,110
| +4% | +$250K | 0.38% | 89 |
|
|
2024
Q3 | $6.66M | Buy |
79,567
+667
| +0.8% | +$55.9K | 0.38% | 89 |
|
|
2024
Q2 | $6.31M | Buy |
78,900
+2,456
| +3% | +$196K | 0.38% | 87 |
|
|
2024
Q1 | $6.15M | Buy |
76,444
+234
| +0.3% | +$18.8K | 0.38% | 86 |
|
|
2023
Q4 | $6.19M | Sell |
76,210
-3,745
| -5% | -$304K | 0.41% | 80 |
|
|
2023
Q3 | $6.07M | Sell |
79,955
-3,730
| -4% | -$283K | 0.45% | 75 |
|
|
2023
Q2 | $6.61M | Sell |
83,685
-15,985
| -16% | -$1.26M | 0.48% | 73 |
|
|
2023
Q1 | $8M | Sell |
99,670
-2,623
| -3% | -$210K | 0.59% | 62 |
|
|
2022
Q4 | $7.93M | Sell |
102,293
-11,165
| -10% | -$865K | 0.62% | 59 |
|
|
2022
Q3 | $8.59M | Sell |
113,458
-2,819
| -2% | -$213K | 0.72% | 47 |
|
|
2022
Q2 | $9.3M | Sell |
116,277
-1,490
| -1% | -$119K | 0.71% | 46 |
|
|
2022
Q1 | $10.1M | Buy |
117,767
+3,925
| +3% | +$338K | 0.75% | 49 |
|
|
2021
Q4 | $10.6M | Buy |
113,842
+3,218
| +3% | +$299K | 0.77% | 46 |
|
|
2021
Q3 | $10.4M | Buy |
110,624
+2,297
| +2% | +$217K | 0.84% | 39 |
|
|
2021
Q2 | $10.3M | Buy |
108,327
+1,835
| +2% | +$174K | 0.85% | 39 |
|
|
2021
Q1 | $9.91M | Buy |
+106,492
| New | +$9.91M | 0.9% | 35 |
|