Ownership history in 55I, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in Vanguard Balanced Index Fund (VBIAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | ADDED | 7,111 | +2,585 | +57.1% | 0.01% | $286K | $30.60 |
| 2022 Q1 | REDUCED | 4,526 | -982 | -17.8% | 0.00% | $208K | $34.82 |
| 2021 Q4 | UNCHANGED | 5,508 | — | 0% | 0.01% | $270K | $36.73 |
| 2021 Q3 | INITIATED | 5,508 | — | — | 0.01% | $261K | $34.31 |
As of 2025 Q4 — sorted by position size