55I LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$71.7M Buy
2022
Q2
$69.1M Buy
2022
Q1
$81.2M Buy
2021
Q4
$70.5M Buy
2021
Q3
$63.4M Buy
2021
Q2
$48.3M Buy
2021
Q1
$21.5M Buy
2020
Q4
Sell
2020
Q3
$757K Sell
2020
Q2
$5.96M Buy
2020
Q1
Sell
2019
Q4
$227K Sell
2019
Q3
$210K Sell
2019
Q2
$227K Buy