55I LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$7.84M Buy
2022
Q2
$3.6M Sell
2022
Q1
$4.82M Buy
2021
Q4
$4.55M Buy
2021
Q3
$3.24M Buy
2021
Q2
$1.94M Buy
2021
Q1
$658K Buy
2020
Q4
$450K Buy
2020
Q3
Sell
2020
Q2
$258K Buy