55I LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.71M | Buy |
21,751
+19,205
| +754% | +$3.28M | 0.1% | 122 |
|
|
2022
Q2 | $446K | Sell |
2,546
-124
| -5% | -$21.7K | 0.01% | 373 |
|
|
2022
Q1 | $595K | Buy |
2,670
+830
| +45% | +$185K | 0.01% | 331 |
|
|
2021
Q4 | $468K | Buy |
1,840
+75
| +4% | +$19.1K | 0.01% | 354 |
|
|
2021
Q3 | $417K | Sell |
1,765
-287
| -14% | -$67.8K | 0.01% | 353 |
|
|
2021
Q2 | $485K | Buy |
2,052
+685
| +50% | +$162K | 0.02% | 271 |
|
|
2021
Q1 | $293K | Buy |
1,367
+25
| +2% | +$5.36K | 0.01% | 262 |
|
|
2020
Q4 | $285K | Sell |
1,342
-1,464
| -52% | -$311K | 0.02% | 205 |
|
|
2020
Q3 | $506K | Buy |
2,806
+204
| +8% | +$36.8K | 0.05% | 177 |
|
|
2020
Q2 | $430K | Sell |
2,602
-1,141
| -30% | -$189K | 0.06% | 157 |
|
|
2020
Q1 | $517K | Buy |
+3,743
| New | +$517K | 0.15% | 108 |
|