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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.71M Buy
2022
Q2
$446K Sell
2022
Q1
$595K Buy
2021
Q4
$468K Buy
2021
Q3
$417K Sell
2021
Q2
$485K Buy
2021
Q1
$293K Buy
2020
Q4
$285K Sell
2020
Q3
$506K Buy
2020
Q2
$430K Sell
2020
Q1
$517K Buy