55I LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$12.2M Buy
2021
Q4
$885K Buy
2021
Q3
$653K Sell
2021
Q2
$663K Buy
2021
Q1
$402K Buy
2020
Q4
$416K Sell
2020
Q3
$1.17M Buy
2020
Q2
$1.07M Buy
2020
Q1
$879K Buy