LFGH
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Lee Financial Group Hawaii’s Vanguard Growth ETF VUG Stock Holding History

Lee Financial Group Hawaii’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-23,700
Closed -$899K – 51
2020
Q3 		$899K Buy
23,700
+1,236
+6% +$45.6K 0.75% 24
2020
Q2 		$757K Buy
+22,464
New +$691K 0.65% 26

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