Lee Financial CO Vanguard Index Fds S&P 500 ETF Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lee Financial CO holds 1,801 shares of VOO stock, worth $1.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,801

Previous 1,701 5.88%

Holding current value

$1.11 Million

Previous $966,000 14.08%

% of portfolio

0.14%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$567.77 - $614.76 $56,777 - $61,476	100 Added 5.88%	1,801 $1.1 Million
Q2 2025 Jul 24, 2025	BUY	$456.74 - $568.03 $145,700 - $181,201	319 Added 23.08%	1,701 $966,000
Q1 2025 May 13, 2025	BUY	$507.05 - $563.67 $143,495 - $159,518	283 Added 25.75%	1,382 $710,000
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $46,965 - $50,293	90 Added 8.92%	1,099 $592,000
Q3 2024 Nov 14, 2024	SELL	$475.2 - $527.7 $25,660 - $28,495	-54 Reduced 5.08%	1,009 $532,000

Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $20,612 - $23,104	-48 Reduced 4.32%	1,063 $510,000
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $377 - $438	1 Added 0.09%	1,111 $485,000
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $1,963 - $2,103	5 Added 0.45%	1,110 $435,000
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $197,977 - $217,080	-533 Reduced 32.54%	1,105 $450,000
Q1 2023 May 15, 2023	SELL	$348.66 - $382.94 $120,287 - $132,114	-345 Reduced 17.4%	1,638 $616,000
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $13,433 - $15,356	-41 Reduced 2.03%	1,983 $696,000
Q3 2022 Nov 01, 2022	SELL	$328.3 - $395.04 $81,746 - $98,364	-249 Reduced 10.95%	2,024 $665,000
Q2 2022 Aug 10, 2022	SELL	$337.07 - $419.85 $247,746 - $308,589	-735 Reduced 24.43%	2,273 $788,000
Q1 2022 May 11, 2022	BUY	$382.7 - $439.25 $922,307 - $1.06 Million	2,410 Added 403.01%	3,008 $1.25 Million
Q4 2021 Feb 08, 2022	BUY	$394.21 - $439.01 $205,383 - $228,724	521 Added 676.62%	598 $261,000
Q2 2021 Aug 04, 2021	BUY	$368.16 - $394.32 $9,204 - $9,858	25 Added 48.08%	77 $30,000
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $5,085 - $5,478	-15 Reduced 22.39%	52 $19,000
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $20,087 - $23,027	67 New	67 $23,000
Q3 2019 Nov 08, 2019	SELL	$260.57 - $277.38 $11,725 - $12,482	-45 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	$224.5 - $261.43 $72,962 - $84,964	-325 Reduced 87.84%	45 $12,000
Q1 2018 May 09, 2018	SELL	$236.79 - $263.36 $7,103 - $7,900	-30 Reduced 7.5%	370 $90,000
Q4 2017 Feb 09, 2018	SELL	$231.73 - $247.65 $5,793 - $6,191	-25 Reduced 5.88%	400 $98,000
Q3 2017 Nov 07, 2017	BUY	$228.78 - $230.76 $97,231 - $98,073	425	425 $98,000

Others Institutions Holding VOO

# of Institutions

3,879

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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