55I LLC’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$597K Buy
2022
Q2
Sell
2022
Q1
$250K Hold
2021
Q4
$276K Hold
2021
Q3
$247K Sell
2021
Q2
$247K Buy