55I LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$9.53M Buy
2022
Q2
$6.89M Sell
2022
Q1
$11.7M Sell
2021
Q4
$17.6M Buy
2021
Q3
$16.9M Buy
2021
Q2
$16.4M Buy
2021
Q1
$7.64M Buy
2020
Q4
$240K Sell
2020
Q3
$706K Sell
2020
Q2
$2.53M Buy
2020
Q1
$917K Buy