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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.55M Buy
2022
Q2
$1.01M Sell
2022
Q1
$1.7M Buy
2021
Q4
$1.46M Buy
2021
Q3
$832K Buy
2021
Q2
$507K Buy
2021
Q1
$369K Buy
2020
Q4
$313K Sell
2020
Q3
$551K Sell
2020
Q2
$529K Sell
2020
Q1
$675K Buy