55I LLC’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.41M Buy
2022
Q2
Sell
2022
Q1
$254K Sell
2021
Q4
$331K Sell
2021
Q3
$304K Sell
2021
Q2
$341K Buy