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Lee Financial Group Hawaii’s Vanguard S&P 500 ETF VOO Stock Holding History

Lee Financial Group Hawaii’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$34.4M Sell
71,549
-198
-0.3% -$90.6K 26.91% 1
2023
Q4 		$31.3M Buy
71,747
+436
+0.6% +$178K 26.68% 1
2023
Q3 		$28M Buy
71,311
+13,951
+24% +$5.7M 25.7% 1
2023
Q2 		$23.4M Buy
57,360
+17,529
+44% +$6.76M 21.35% 2
2023
Q1 		$15M Buy
39,831
+72
+0.2% +$26.4K 15.43% 2
2022
Q4 		$14M Sell
39,759
-1,316
-3% -$465K 13.74% 3
2022
Q3 		$13.5M Buy
41,075
+360
+0.9% +$131K 10.85% 4
2022
Q2 		$14.1M Sell
40,715
-741
-2% -$279K 13.77% 2
2022
Q1 		$17.2M Sell
41,456
-40,580
-49% -$16.6M 11.73% 3
2021
Q4 		$35.8M Sell
82,036
-178
-0.2% -$75.1K 26.03% 1
2021
Q3 		$32.4M Buy
82,214
+10,349
+14% +$4.2M 23.85% 1
2021
Q2 		$28.3M Sell
71,865
-7,714
-10% -$2.96M 20.38% 1
2021
Q1 		$29M Buy
79,579
+29,722
+60% +$10.5M 23.78% 1
2020
Q4 		$17.1M Buy
49,857
+47,660
+2,169% +$15.5M 14.44% 1
2020
Q3 		$676K Buy
2,197
+155
+8% +$47.2K 0.56% 30
2020
Q2 		$579K Buy
+2,042
New +$550K 0.5% 31

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lee Financial Group Hawaii's VOO Position: Q1 2024 in Review

Lee Financial Group Hawaii reduced its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q1 2024, selling an estimated $90.6K and leaving 71,549 shares worth $34.4M. The position accounts for 26.91% of the portfolio, ranked #1.

Lee Financial Group Hawaii first reported a position in VOO in Q2 2020 and has held it in 16 quarters since. The position peaked at $35.8M in Q4 2021. 2,751 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Lee Financial Group Hawaii held 71,549 shares of Vanguard S&P 500 ETF worth $34.4M as of Q1 2024.
  • Lee Financial Group Hawaii sold 198 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $90.6K.
  • Vanguard S&P 500 ETF made up 26.91% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #1 holding.
  • Lee Financial Group Hawaii first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 16 quarters since.
  • Lee Financial Group Hawaii's Vanguard S&P 500 ETF position peaked at $35.8M in Q4 2021.
  • 2,751 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.