55I LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$17.3M Buy
2022
Q2
$17.5M Buy
2022
Q1
$14.3M Sell
2021
Q4
$16.1M Buy
2021
Q3
$12.8M Buy
2021
Q2
$12.3M Buy
2021
Q1
$10.6M Sell
2020
Q4
$11.1M Sell
2020
Q3
$9.88M Sell
2020
Q2
$9.07M Sell
2020
Q1
$8.53M Buy
2019
Q4
$1.54M Buy
2019
Q3
$1.27M Buy
2019
Q2
$400K Buy
2019
Q1
$226K Sell
2018
Q4
$260K Buy