55I LLC’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.12M Buy
2022
Q2
$1.17M Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.29M Sell
2021
Q3
$1.16M Sell
2021
Q2
$1.18M Buy
2021
Q1
$1.12M Sell
2020
Q4
$1.22M Sell
2020
Q3
$1.21M Buy
2020
Q2
$982K Buy
2020
Q1
$896K Buy
2019
Q4
$365K Buy