55I LLC’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$9.85M Buy
2022
Q2
$8.65M Buy
2022
Q1
$5.26M Buy
2021
Q4
$5.05M Buy
2021
Q3
$3.71M Sell
2021
Q2
$5.32M Buy
2021
Q1
$2.72M Sell
2020
Q4
$2.9M Sell
2020
Q3
$4.53M Sell
2020
Q2
$9.01M Buy
2020
Q1
$914K Buy