55I LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$7.24M Buy
2022
Q2
$970K Buy
2022
Q1
$854K Buy
2021
Q4
$908K Buy
2021
Q3
$713K Buy
2021
Q2
$478K Buy
2021
Q1
$346K Sell
2020
Q4
$334K Sell
2020
Q3
$377K Sell
2020
Q2
$521K Sell
2020
Q1
$1.04M Buy