55I LLC’s Vanguard Total Bond Market BND 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
$115M Buy
2021
Q4
$117M Buy
2021
Q3
$116M Buy
2021
Q2
$697K Buy
2021
Q1
Sell
2020
Q4
$211K Sell
2020
Q3
$403K Buy
2020
Q2
$390K Sell
2020
Q1
$416K Buy