55I LLC’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.84M Buy
2022
Q2
$1.11M Buy
2022
Q1
$1.33M Buy
2021
Q4
$979K Buy
2021
Q3
$742K Buy
2021
Q2
$690K Buy
2020
Q2
Sell
2020
Q1
$611K Sell
2019
Q4
$2.85M Sell
2019
Q3
$2.94M Sell
2019
Q2
$2.94M Buy
2019
Q1
$2.24M Sell
2018
Q4
$2.77M Buy