Osborne Partners Capital Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Osborne Partners Capital Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 01, 2021	SELL	$299.82 - $343.69 $201,179 - $230,615	-671 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$285.37 - $328.74 $191,483 - $220,584	671 New	671 $206,000
Q4 2019 Jan 27, 2020	SELL	$264.57 - $296.67 $561,682 - $629,830	-2,123 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$260.57 - $277.38 $92,762 - $98,747	356 Added 20.15%	2,123 $579,000
Q2 2019 Jul 18, 2019	BUY	$252.12 - $271.73 $230,437 - $248,361	914 Added 107.15%	1,767 $476,000
Q1 2019 Apr 24, 2019	SELL	$224.5 - $261.43 $6,735 - $7,842	-30 Reduced 3.4%	853 $221,000
Q4 2018 Jan 28, 2019	SELL	$215.07 - $268.24 $8,602 - $10,729	-40 Reduced 4.33%	883 $203,000
Q3 2018 Oct 26, 2018	SELL	$248.79 - $269.75 $427,421 - $463,430	-1,718 Reduced 65.05%	923 $246,000
Q2 2018 Jul 19, 2018	BUY	$236.48 - $256.33 $244,756 - $265,301	1,035 Added 64.45%	2,641 $659,000
Q1 2018 Apr 19, 2018	SELL	$236.79 - $263.36 $1.61 Million - $1.79 Million	-6,810 Reduced 80.92%	1,606 $389,000
Q4 2017 Jan 25, 2018	BUY	$231.73 - $247.65 $1.95 Million - $2.08 Million	8,416	8,416 $2.06 Million

3,150

395M

2.09M

2.68M

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