Lee Financial Group Hawaii, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$75.37 - $81.44 $949,511 - $1.03 Million	-12,598 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$81.03 - $87.06 $7,292 - $7,835	-90 Reduced 0.71%	12,598 $1.03 Million
Q4 2021 Feb 08, 2022	SELL	$87.51 - $89.66 $124,264 - $127,317	-1,420 Reduced 10.07%	12,688 $1.11 Million
Q3 2021 Nov 02, 2021	BUY	$89.41 - $91.32 $77,160 - $78,809	863 Added 6.52%	14,108 $1.26 Million
Q2 2021 Aug 09, 2021	SELL	$88.27 - $90.15 $13.6 Million - $13.9 Million	-153,986 Reduced 92.08%	13,245 $1.19 Million
Q1 2021 May 10, 2021	BUY	$88.61 - $92.83 $12.8 Million - $13.4 Million	144,203 Added 626.21%	167,231 $14.8 Million
Q4 2020 Feb 03, 2021	SELL	$92.55 - $93.62 $2.11 Million - $2.14 Million	-22,831 Reduced 49.79%	23,028 $2.14 Million
Q3 2020 Oct 27, 2020	BUY	$93.08 - $94.37 $562,203 - $569,994	6,040 Added 15.17%	45,859 $4.29 Million
Q2 2020 Jul 23, 2020	BUY	$88.97 - $93.19 $25,623 - $26,838	288 Added 0.73%	39,819 $3.71 Million
Q1 2020 May 04, 2020	SELL	$83.77 - $92.22 $106,806 - $117,580	-1,275 Reduced 3.12%	39,531 $3.53 Million
Q4 2019 Jan 30, 2020	BUY	$86.78 - $88.73 $119,409 - $122,092	1,376 Added 3.49%	40,806 $3.56 Million
Q3 2019 Oct 29, 2019	BUY	$86.72 - $88.11 $152,020 - $154,456	1,753 Added 4.65%	39,430 $3.47 Million
Q2 2019 Jul 30, 2019	BUY	N/A	34,482 Added 1079.25%	37,677 $3.26 Million
Q1 2019 May 01, 2019	BUY	N/A	643 Added 25.2%	3,195 $268,000
Q4 2018 Jan 29, 2019	BUY	N/A	2,552 New	2,552 $207,000
Q1 2018 Apr 25, 2018	SELL	N/A	-43,829 Closed	0 $0
Q4 2017 Jan 30, 2018	BUY	N/A	43,829	43,829 $3.67 Million

Others Institutions Holding BIV

# of Institutions

941

Shares Held

163M

Call Options Held

4K

Put Options Held

7.1K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$582 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$554 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$466 Million
0.04% of portfolio

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