Osborne Partners Capital Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,690
| Closed | -$328K | – | 220 |
|
|
2025
Q1 | $328K | Buy |
5,690
+805
| +16% | +$46.4K | 0.02% | 177 |
|
|
2024
Q4 | $270K | Sell |
4,885
-379
| -7% | -$21K | 0.02% | 198 |
|
|
2024
Q3 | $324K | Sell |
5,264
-105
| -2% | -$6.46K | 0.02% | 187 |
|
|
2024
Q2 | $310K | Sell |
5,369
-525
| -9% | -$30.3K | 0.02% | 181 |
|
|
2024
Q1 | $349K | Sell |
5,894
-10,729
| -65% | -$636K | 0.02% | 167 |
|
|
2023
Q4 | $1.02M | Sell |
16,623
-245,208
| -94% | -$15.1M | 0.07% | 137 |
|
|
2023
Q3 | $14.5M | Buy |
261,831
+127,442
| +95% | +$7.07M | 1.08% | 26 |
|
|
2023
Q2 | $8.54M | Buy |
134,389
+4,908
| +4% | +$312K | 0.62% | 58 |
|
|
2023
Q1 | $8.48M | Buy |
129,481
+8,042
| +7% | +$527K | 0.62% | 60 |
|
|
2022
Q4 | $7.48M | Sell |
121,439
-2,976
| -2% | -$183K | 0.59% | 62 |
|
|
2022
Q3 | $7.83M | Buy |
124,415
+4,570
| +4% | +$288K | 0.66% | 55 |
|
|
2022
Q2 | $8.41M | Buy |
+119,845
| New | +$8.41M | 0.64% | 54 |
|