55I LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.97M Sell
2022
Q2
$6.62M Buy
2022
Q1
$4.82M Sell
2021
Q4
$6.24M Buy
2021
Q3
$5.59M Buy
2021
Q2
$5.19M Buy
2021
Q1
$2.98M Buy
2020
Q4
$1.87M Sell
2020
Q3
$2.28M Sell
2020
Q2
$2.69M Sell
2020
Q1
$2.42M Buy
2019
Q4
$1.2M Buy
2019
Q3
$601K Sell
2019
Q2
$966K Sell
2019
Q1
$1.09M Buy
2018
Q4
$492K Buy