Lee Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Lee Financial’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-634	Closed	-$62.9K	–	795
2023 Q4	$62.9K	Hold	634	–	–	0.01%	211
2023 Q3	$55.4K	Hold	634	–	–	0.01%	203
2023 Q2	$58.3K	Hold	634	–	–	0.01%	211
2023 Q1	$56.3K	Hold	634	–	–	0.01%	223
2022 Q4	$54.9K	Hold	634	–	–	0.01%	246
2022 Q3	$51K	Hold	634	–	–	0.01%	249
2022 Q2	$54K	Hold	634	–	–	0.01%	241
2022 Q1	$63K	Buy	+634	New	+$62.7K	0.01%	223
2021 Q1	–	Sell	-224	Closed	-$19K	–	523
2020 Q4	$19K	Buy	+224	New	+$16.9K	﹤0.01%	300

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Financial's VIOO Position: Q1 2024 in Review

Lee Financial sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024, closing a stake of 634 shares — an estimated $62.9K sold.

Lee Financial first reported a position in VIOO in Q4 2020 and held it in 9 quarters. The position peaked at $63K in Q1 2022. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

Lee Financial reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 634 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $62.9K.
Lee Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and held it in 9 quarters.
Lee Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $63K in Q1 2022.
284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.