55I LLC’s Vanguard Short-Term Bond ETF BSV 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
$954K Sell
2021
Q4
$16.4M Buy
2021
Q3
$7.7M Sell
2021
Q2
$17.5M Buy
2021
Q1
$12.1M Buy
2020
Q4
$449K Sell
2020
Q3
$1.61M Buy
2020
Q2
$1.55M Buy
2020
Q1
$1.25M Buy
2019
Q4
$311K Buy