55I LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.66M Buy
2022
Q2
$3.66M Buy
2022
Q1
$2.67M Buy
2021
Q4
$1.78M Buy
2021
Q3
$1.24M Sell
2021
Q2
$1.36M Buy
2021
Q1
$471K Buy