Osborne Partners Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $321K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $206K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $579K | Buy |
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|
2019
Q2 | $476K | Buy |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $659K | Buy |
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|
2018
Q1 | $389K | Sell |
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|
2017
Q4 | $2.06M | Buy |
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