55I LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$5.7M Buy
2021
Q4
$2.5M Buy
2021
Q3
$1.7M Sell
2021
Q2
$2.05M Buy
2021
Q1
$576K Buy
2020
Q4
Sell
2020
Q3
$13.7M Buy
2020
Q2
$7.83M Buy
2020
Q1
$7.04M Buy
2019
Q4
$378K Buy
2019
Q3
$295K Buy
2019
Q2
$283K Sell
2019
Q1
$397K Sell
2018
Q4
$398K Buy