Lee Financial Group Hawaii’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $34.4M | Sell |
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|
2023
Q4 | $31.3M | Buy |
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|
2023
Q3 | $28M | Buy |
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|
2023
Q2 | $23.4M | Buy |
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|
2023
Q1 | $15M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $13.5K | Buy |
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|
2022
Q2 | $14.1M | Sell |
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|
2022
Q1 | $17.2K | Sell |
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|
2021
Q4 | $35.8M | Sell |
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|
2021
Q3 | $32.4M | Buy |
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|
2021
Q2 | $28.3M | Sell |
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|
2021
Q1 | $29M | Buy |
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|
2020
Q4 | $17.1M | Buy |
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|
2020
Q3 | $676K | Buy |
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|
2020
Q2 | $579K | Buy |
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