55I LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$531K Buy
2022
Q2
$346K Sell
2022
Q1
$787K Buy
2021
Q4
$794K Buy
2021
Q3
$605K Buy