OPCM
Osborne Partners Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
595
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $306K | Hold |
595
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $321K | Buy |
+595
| New | +$321K | 0.02% | 182 |
|
|
2020
Q4 | – | Sell |
-671
| Closed | -$206K | – | 186 |
|
|
2020
Q3 | $206K | Buy |
+671
| New | +$206K | 0.04% | 149 |
|
|
2019
Q4 | – | Sell |
-2,123
| Closed | -$579K | – | 161 |
|
|
2019
Q3 | $579K | Buy |
2,123
+356
| +20% | +$97.1K | 0.12% | 104 |
|
|
2019
Q2 | $476K | Buy |
1,767
+914
| +107% | +$246K | 0.09% | 117 |
|
|
2019
Q1 | $221K | Sell |
853
-30
| -3% | -$7.77K | 0.04% | 154 |
|
|
2018
Q4 | $203K | Sell |
883
-40
| -4% | -$9.2K | 0.03% | 172 |
|
|
2018
Q3 | $246K | Sell |
923
-1,718
| -65% | -$458K | 0.03% | 172 |
|
|
2018
Q2 | $659K | Buy |
2,641
+1,035
| +64% | +$258K | 0.09% | 127 |
|
|
2018
Q1 | $389K | Sell |
1,606
-6,810
| -81% | -$1.65M | 0.05% | 153 |
|
|
2017
Q4 | $2.06M | Buy |
+8,416
| New | +$2.06M | 0.27% | 90 |
|