OPCM
Osborne Partners Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
876
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $227K | Sell |
876
-5
| -0.6% | -$1.29K | 0.01% | 196 |
|
|
2024
Q4 | $233K | Hold |
881
| – | – | 0.01% | 208 |
|
|
2024
Q3 | $232K | Sell |
881
-75
| -8% | -$19.8K | 0.01% | 210 |
|
|
2024
Q2 | $231K | Buy |
956
+75
| +9% | +$18.2K | 0.01% | 202 |
|
|
2024
Q1 | $220K | Hold |
881
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $205K | Buy |
+881
| New | +$205K | 0.01% | 206 |
|
|
2022
Q2 | – | Sell |
-911
| Closed | -$217K | – | 222 |
|
|
2022
Q1 | $217K | Hold |
911
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $232K | Sell |
911
-95
| -9% | -$24.2K | 0.02% | 200 |
|
|
2021
Q3 | $238K | Sell |
1,006
-260
| -21% | -$61.5K | 0.02% | 186 |
|
|
2021
Q2 | $300K | Sell |
1,266
-145
| -10% | -$34.4K | 0.02% | 183 |
|
|
2021
Q1 | $312K | Buy |
1,411
+72
| +5% | +$15.9K | 0.03% | 169 |
|
|
2020
Q4 | $277K | Buy |
+1,339
| New | +$277K | 0.03% | 167 |
|
|
2018
Q3 | – | Sell |
-1,701
| Closed | -$268K | – | 188 |
|
|
2018
Q2 | $268K | Buy |
1,701
+261
| +18% | +$41.1K | 0.04% | 169 |
|
|
2018
Q1 | $222K | Buy |
1,440
+90
| +7% | +$13.9K | 0.03% | 173 |
|
|
2017
Q4 | $209K | Buy |
+1,350
| New | +$209K | 0.03% | 184 |
|
|
2017
Q3 | – | Sell |
-1,560
| Closed | -$222K | – | 190 |
|
|
2017
Q2 | $222K | Buy |
+1,560
| New | +$222K | 0.03% | 174 |
|