55I LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$34.4M Buy
2022
Q2
$24.7M Buy
2022
Q1
$21.1M Buy
2021
Q4
$18.4M Buy
2021
Q3
$9.03M Buy
2021
Q2
$5.44M Buy
2021
Q1
$2.31M Sell
2020
Q4
$2.61M Buy
2020
Q3
$1.84M Buy
2020
Q2
$1.31M Buy
2020
Q1
$345K Buy