OPCM
Osborne Partners Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
153,018
-3,120
| -2% | -$248K | 0.65% | 57 |
|
|
2025
Q1 | $12.3M | Sell |
156,138
-17,378
| -10% | -$1.37M | 0.71% | 49 |
|
|
2024
Q4 | $13.5M | Buy |
173,516
+1,925
| +1% | +$150K | 0.78% | 39 |
|
|
2024
Q3 | $13.6M | Buy |
171,591
+18,412
| +12% | +$1.46M | 0.77% | 38 |
|
|
2024
Q2 | $11.8M | Sell |
153,179
-7,852
| -5% | -$607K | 0.71% | 49 |
|
|
2024
Q1 | $12.4M | Sell |
161,031
-17,957
| -10% | -$1.39M | 0.77% | 39 |
|
|
2023
Q4 | $13.8M | Buy |
178,988
+9,619
| +6% | +$744K | 0.91% | 33 |
|
|
2023
Q3 | $12.7M | Sell |
169,369
-41,997
| -20% | -$3.16M | 0.94% | 30 |
|
|
2023
Q2 | $16M | Sell |
211,366
-2,978
| -1% | -$225K | 1.15% | 24 |
|
|
2023
Q1 | $16.3M | Sell |
214,344
-5,847
| -3% | -$446K | 1.2% | 22 |
|
|
2022
Q4 | $16.6M | Sell |
220,191
-31,471
| -13% | -$2.37M | 1.3% | 18 |
|
|
2022
Q3 | $18.7M | Sell |
251,662
-19,670
| -7% | -$1.46M | 1.56% | 14 |
|
|
2022
Q2 | $20.7M | Sell |
271,332
-23,718
| -8% | -$1.81M | 1.58% | 11 |
|
|
2022
Q1 | $23M | Sell |
295,050
-6,237
| -2% | -$487K | 1.7% | 11 |
|
|
2021
Q4 | $24.5M | Buy |
301,287
+11,024
| +4% | +$896K | 1.79% | 10 |
|
|
2021
Q3 | $23.9M | Sell |
290,263
-2,352
| -0.8% | -$194K | 1.92% | 11 |
|
|
2021
Q2 | $24.2M | Sell |
292,615
-2,567
| -0.9% | -$212K | 1.99% | 9 |
|
|
2021
Q1 | $24.4M | Buy |
+295,182
| New | +$24.4M | 2.22% | 6 |
|