55I LLC’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$8.04M Buy
2022
Q2
$7.57M Buy
2022
Q1
$6.5M Buy
2021
Q4
$6.24M Buy
2021
Q3
$5.57M Buy
2021
Q2
$5.43M Buy
2021
Q1
$4.99M Sell
2020
Q4
$4.93M Sell
2020
Q3
$4.56M Buy
2020
Q2
$4.14M Sell
2020
Q1
$4.15M Buy
2019
Q4
$773K Sell
2019
Q3
$1.6M Buy
2019
Q2
$566K Buy
2019
Q1
$203K Buy