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 $44.2 Million. This represents 26.91% of its overall portfolio holdings.

Number of Shares

71,549

Previous 71,747 0.28%

Holding current value

$44.2 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

3,919

Shares Held

551M

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