Lee Financial Group Hawaii, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

A detailed history of Lee Financial Group Hawaii, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 71,549 shares of VOO stock, worth $41.9 Million. This represents 26.91% of its overall portfolio holdings.

Number of Shares

71,549

Previous 71,747 0.28%

Holding current value

$41.9 Million

Previous $31.3 Million 9.75%

% of portfolio

26.91%

Previous 26.69%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$429.43 - $481.35 $85,027 - $95,307	-198 Reduced 0.28%	71,549 $34.4 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $164,511 - $191,050	436 Added 0.61%	71,747 $31.3 Million
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $5.48 Million - $5.87 Million	13,951 Added 24.32%	71,311 $28 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $6.51 Million - $7.14 Million	17,529 Added 44.01%	57,360 $23.4 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $25,103 - $27,571	72 Added 0.18%	39,831 $15 Million
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $431,174 - $492,894	-1,316 Reduced 3.2%	39,759 $14 Million
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $118,188 - $142,214	360 Added 0.88%	41,075 $13.5 Million
Q2 2022 Aug 08, 2022	SELL	$337.07 - $419.85 $249,768 - $311,108	-741 Reduced 1.79%	40,715 $14.1 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $15.5 Million - $17.8 Million	-40,580 Reduced 49.47%	41,456 $17.2 Million
Q4 2021 Feb 08, 2022	SELL	$394.21 - $439.01 $70,169 - $78,143	-178 Reduced 0.22%	82,036 $35.8 Million
Q3 2021 Nov 02, 2021	BUY	$390.68 - $416.73 $4.04 Million - $4.31 Million	10,349 Added 14.4%	82,214 $32.4 Million
Q2 2021 Aug 09, 2021	SELL	$368.16 - $394.32 $2.84 Million - $3.04 Million	-7,714 Reduced 9.69%	71,865 $28.3 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $10.1 Million - $10.9 Million	29,722 Added 59.61%	79,579 $29 Million
Q4 2020 Feb 03, 2021	BUY	$299.82 - $343.69 $14.3 Million - $16.4 Million	47,660 Added 2169.32%	49,857 $17.1 Million
Q3 2020 Oct 27, 2020	BUY	$285.37 - $328.74 $44,232 - $50,954	155 Added 7.59%	2,197 $676,000
Q2 2020 Jul 23, 2020	BUY	$226.15 - $297.17 $461,798 - $606,821	2,042 New	2,042 $579,000

Others Institutions Holding VOO

# of Institutions

3,703

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial Group Hawaii, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial Group Hawaii, Inc. with notifications on news.

Account

Lee Financial Group Hawaii, Inc. Vanguard Index Fds S&P 500 ETF Transaction History