Osborne Partners Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
24,588
+3,245
| +15% | +$986K | 0.4% | 89 |
|
|
2025
Q1 | $5.87M | Sell |
21,343
-362
| -2% | -$99.5K | 0.34% | 94 |
|
|
2024
Q4 | $6.29M | Buy |
21,705
+269
| +1% | +$78K | 0.36% | 90 |
|
|
2024
Q3 | $6.07M | Buy |
21,436
+7
| +0% | +$1.98K | 0.34% | 92 |
|
|
2024
Q2 | $5.73M | Sell |
21,429
-2,081
| -9% | -$557K | 0.34% | 91 |
|
|
2024
Q1 | $6.11M | Sell |
23,510
-428
| -2% | -$111K | 0.38% | 87 |
|
|
2023
Q4 | $5.68M | Buy |
23,938
+868
| +4% | +$206K | 0.37% | 87 |
|
|
2023
Q3 | $4.9M | Buy |
23,070
+729
| +3% | +$155K | 0.36% | 87 |
|
|
2023
Q2 | $4.92M | Buy |
22,341
+2,490
| +13% | +$548K | 0.35% | 87 |
|
|
2023
Q1 | $4.05M | Buy |
19,851
+4,665
| +31% | +$952K | 0.3% | 97 |
|
|
2022
Q4 | $2.9M | Buy |
15,186
+9,971
| +191% | +$1.91M | 0.23% | 107 |
|
|
2022
Q3 | $936K | Sell |
5,215
-691
| -12% | -$124K | 0.08% | 136 |
|
|
2022
Q2 | $1.11M | Sell |
5,906
-392
| -6% | -$73.9K | 0.09% | 135 |
|
|
2022
Q1 | $1.43M | Buy |
6,298
+593
| +10% | +$135K | 0.11% | 113 |
|
|
2021
Q4 | $1.38M | Sell |
5,705
-1,577
| -22% | -$381K | 0.1% | 117 |
|
|
2021
Q3 | $1.62M | Buy |
7,282
+363
| +5% | +$80.6K | 0.13% | 106 |
|
|
2021
Q2 | $1.54M | Buy |
6,919
+889
| +15% | +$198K | 0.13% | 110 |
|
|
2021
Q1 | $1.25M | Sell |
6,030
-106
| -2% | -$21.9K | 0.11% | 116 |
|
|
2020
Q4 | $1.19M | Sell |
6,136
-180
| -3% | -$35K | 0.15% | 113 |
|
|
2020
Q3 | $1.08M | Sell |
6,316
-370
| -6% | -$63K | 0.22% | 83 |
|
|
2020
Q2 | $1.05M | Buy |
6,686
+710
| +12% | +$111K | 0.22% | 85 |
|
|
2020
Q1 | $770K | Buy |
5,976
+20
| +0.3% | +$2.58K | 0.2% | 90 |
|
|
2019
Q4 | $975K | Sell |
5,956
-1,663
| -22% | -$272K | 0.2% | 84 |
|
|
2019
Q3 | $1.15M | Buy |
7,619
+548
| +8% | +$82.8K | 0.23% | 80 |
|
|
2019
Q2 | $1.06M | Sell |
7,071
-249
| -3% | -$37.4K | 0.2% | 86 |
|
|
2019
Q1 | $1.06M | Buy |
7,320
+635
| +9% | +$91.9K | 0.21% | 80 |
|
|
2018
Q4 | $853K | Buy |
6,685
+50
| +0.8% | +$6.38K | 0.13% | 116 |
|
|
2018
Q3 | $993K | Sell |
6,635
-366
| -5% | -$54.8K | 0.13% | 112 |
|
|
2018
Q2 | $983K | Buy |
7,001
+398
| +6% | +$55.9K | 0.13% | 109 |
|
|
2018
Q1 | $896K | Buy |
6,603
+350
| +6% | +$47.5K | 0.12% | 113 |
|
|
2017
Q4 | $858K | Buy |
6,253
+776
| +14% | +$106K | 0.11% | 119 |
|
|
2017
Q3 | $709K | Sell |
5,477
-765
| -12% | -$99K | 0.1% | 126 |
|
|
2017
Q2 | $777K | Buy |
6,242
+81
| +1% | +$10.1K | 0.11% | 118 |
|
|
2017
Q1 | $747K | Sell |
6,161
-229
| -4% | -$27.8K | 0.11% | 121 |
|
|
2016
Q4 | $737K | Sell |
6,390
-892
| -12% | -$103K | 0.11% | 122 |
|
|
2016
Q3 | $811K | Sell |
7,282
-254
| -3% | -$28.3K | 0.12% | 118 |
|
|
2016
Q2 | $808K | Sell |
7,536
-520
| -6% | -$55.8K | 0.12% | 114 |
|
|
2016
Q1 | $844K | Sell |
8,056
-308
| -4% | -$32.3K | 0.12% | 113 |
|
|
2015
Q4 | $872K | Sell |
8,364
-90
| -1% | -$9.38K | 0.13% | 116 |
|
|
2015
Q3 | $835K | Buy |
8,454
+30
| +0.4% | +$2.96K | 0.12% | 117 |
|
|
2015
Q2 | $901K | Buy |
8,424
+2,203
| +35% | +$236K | 0.12% | 122 |
|
|
2015
Q1 | $667K | Sell |
6,221
-2,016
| -24% | -$216K | 0.09% | 128 |
|
|
2014
Q4 | $873K | Buy |
8,237
+2,087
| +34% | +$221K | 0.11% | 125 |
|
|
2014
Q3 | $623K | Buy |
6,150
+260
| +4% | +$26.3K | 0.08% | 127 |
|
|
2014
Q2 | $599K | Buy |
5,890
+1,205
| +26% | +$123K | 0.08% | 127 |
|
|
2014
Q1 | $457K | Buy |
4,685
+1,300
| +38% | +$127K | 0.06% | 144 |
|
|
2013
Q4 | $325K | Buy |
+3,385
| New | +$325K | 0.04% | 156 |
|