55I LLC’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.81M Sell
2022
Q2
$4.06M Buy
2022
Q1
$3.98M Buy
2021
Q4
$3.71M Buy
2021
Q3
$2.91M Sell
2021
Q2
$3.3M Sell
2021
Q1
$3.2M Buy
2020
Q4
$2.45M Sell
2020
Q3
$2.28M Buy
2020
Q2
$1.52M Sell
2020
Q1
$2.15M Buy
2019
Q4
$1.54M Buy
2019
Q3
$1.36M Buy
2019
Q2
$444K Buy