Lee Financial CO Vanguard Ftse Emerging Mkts Et Transaction History

Lee Financial CO

$611 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$39.04 - $43.07 $2,732 - $3,014	70 New	70 $2,000
Q2 2022 Aug 10, 2022	SELL	$40.48 - $47.83 $850 - $1,004	-21 Reduced 15.91%	111 $5,000
Q2 2021 Aug 04, 2021	SELL	$50.96 - $55.14 $5,503 - $5,955	-108 Reduced 45.0%	132 $7,000
Q1 2021 May 13, 2021	BUY	$50.34 - $56.49 $12,081 - $13,557	240 New	240 $12,000
Q3 2018 Nov 07, 2018	SELL	$39.98 - $44.11 $194,102 - $214,154	-4,855 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$41.13 - $47.04 $33,109 - $37,867	-805 Reduced 14.22%	4,855 $205,000
Q1 2018 May 09, 2018	SELL	$44.96 - $50.98 $254,473 - $288,546	-5,660 Reduced 50.0%	5,660 $266,000
Q4 2017 Feb 09, 2018	BUY	$43.58 - $45.91 $246,662 - $259,850	5,660 Added 100.0%	11,320 $520,000
Q3 2017 Nov 07, 2017	BUY	$43.11 - $45.06 $244,002 - $255,039	5,660	5,660 $247,000

Others Institutions Holding VWO

# of Institutions

2,211

Shares Held

1.29B

Call Options Held

1.31M

Put Options Held

1.33M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.65 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$2.98 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.83 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.81 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.18 Billion
0.16% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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