55I LLC’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.51M Buy
2022
Q2
$1.46M Buy
2022
Q1
$1.52M Sell
2021
Q4
$1.12M Buy
2021
Q3
$1.01M Buy
2021
Q2
$794K Sell
2021
Q1
$765K Sell
2020
Q4
$613K Buy
2020
Q1
Sell
2019
Q4
$777K Buy
2019
Q3
$316K Sell
2019
Q2
$788K Buy