55I LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.03M Buy
2022
Q2
$1.39M Buy
2022
Q1
$1.44M Sell
2021
Q4
$2.19M Sell
2021
Q3
$3.03M Buy
2021
Q2
$1.56M Buy
2021
Q1
$667K Buy
2020
Q4
$582K Sell
2020
Q3
$808K Sell
2020
Q2
$1.39M Buy
2020
Q1
$921K Buy