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	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	$13.5K	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	$17.2K	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