Lee Financial CO Vanguard Mid Cap ETF Transaction History

Lee Financial CO

$611 Million
Q2 2024

A detailed history of Lee Financial CO transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lee Financial CO holds 916 shares of VO stock, worth $240,587. This represents 0.04% of its overall portfolio holdings.

Number of Shares

916

Holding current value

$240,587

% of portfolio

0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$234.99 - $248.98 $215,250 - $228,065	916 New	916 $221,000
Q4 2023 Feb 08, 2024	BUY	$195.66 - $233.95 $18,587 - $22,225	95 Added 22.78%	512 $119,000
Q2 2023 Aug 08, 2023	SELL	$203.43 - $220.16 $10,781 - $11,668	-53 Reduced 11.28%	417 $91,000
Q1 2023 May 15, 2023	BUY	$200.2 - $225.98 $200 - $225	1 Added 0.21%	470 $99,000
Q3 2022 Nov 01, 2022	BUY	$187.98 - $227.42 $4,699 - $5,685	25 Added 5.63%	469 $88,000
Q1 2022 May 11, 2022	SELL	$219.86 - $253.39 $23,305 - $26,859	-106 Reduced 19.27%	444 $106,000
Q4 2021 Feb 08, 2022	SELL	$236.98 - $261.2 $5,450 - $6,007	-23 Reduced 4.01%	550 $140,000
Q3 2021 Nov 12, 2021	BUY	$229.88 - $249.8 $17,241 - $18,735	75 Added 15.06%	573 $0
Q3 2020 Nov 03, 2020	SELL	$164.39 - $185.0 $10,027 - $11,285	-61 Reduced 10.91%	498 $88,000
Q2 2020 Aug 11, 2020	BUY	$124.34 - $175.42 $49,860 - $70,343	401 Added 253.8%	559 $92,000
Q3 2019 Nov 08, 2019	SELL	$166.82 - $169.81 $40,537 - $41,263	-243 Reduced 60.6%	158 $26,000
Q3 2018 Nov 07, 2018	SELL	N/A	-921 Reduced 69.67%	401 $66,000
Q2 2018 Aug 14, 2018	BUY	N/A	3 Added 0.23%	1,322 $208,000
Q1 2018 May 09, 2018	BUY	N/A	918 Added 228.93%	1,319 $204,000
Q3 2017 Nov 07, 2017	BUY	N/A	401	401 $59,000

Others Institutions Holding VO

# of Institutions

2,038

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$6.06 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.2 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14M
Shares

$3.69 Billion
3.93% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.15 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$1.92 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
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