Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
3,211
+679
| +27% | +$425K | 0.27% | 37 |
|
|
2025
Q4 | $1.59M | Buy |
2,532
+731
| +41% | +$454K | 0.21% | 52 |
|
|
2025
Q3 | $1.11M | Buy |
1,801
+100
| +6% | +$58.9K | 0.14% | 87 |
|
|
2025
Q2 | $968K | Buy |
1,701
+319
| +23% | +$168K | 0.14% | 78 |
|
|
2025
Q1 | $710K | Buy |
1,382
+283
| +26% | +$153K | 0.11% | 88 |
|
|
2024
Q4 | $592K | Buy |
1,099
+90
| +9% | +$48.7K | 0.08% | 104 |
|
|
2024
Q3 | $534K | Sell |
1,009
-54
| -5% | -$27.4K | 0.08% | 109 |
|
|
2024
Q2 | $533K | Hold |
1,063
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $511K | Sell |
1,063
-48
| -4% | -$22K | 0.09% | 94 |
|
|
2023
Q4 | $485K | Buy |
1,111
+1
| +0.1% | +$409 | 0.09% | 96 |
|
|
2023
Q3 | $437K | Buy |
1,110
+5
| +0.5% | +$2.04K | 0.08% | 95 |
|
|
2023
Q2 | $452K | Sell |
1,105
-533
| -33% | -$206K | 0.08% | 91 |
|
|
2023
Q1 | $616K | Sell |
1,638
-345
| -17% | -$127K | 0.11% | 78 |
|
|
2022
Q4 | $697K | Sell |
1,983
-41
| -2% | -$14.5K | 0.12% | 81 |
|
|
2022
Q3 | $665K | Sell |
2,024
-249
| -11% | -$90.9K | 0.12% | 79 |
|
|
2022
Q2 | $788K | Sell |
2,273
-735
| -24% | -$277K | 0.14% | 72 |
|
|
2022
Q1 | $1.25M | Buy |
3,008
+2,410
| +403% | +$987K | 0.22% | 59 |
|
|
2021
Q4 | $261K | Buy |
598
+521
| +677% | +$220K | 0.05% | 131 |
|
|
2021
Q3 | $31K | Hold |
77
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $30K | Buy |
77
+25
| +48% | +$9.6K | 0.01% | 275 |
|
|
2021
Q1 | $19K | Sell |
52
-15
| -22% | -$5.32K | ﹤0.01% | 315 |
|
|
2020
Q4 | $23K | Buy |
+67
| New | +$21.8K | 0.01% | 271 |
|
|
2019
Q3 | – | Sell |
-45
| Closed | -$12K | – | 537 |
|
|
2019
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $12K | Sell |
45
-325
| -88% | -$81.2K | ﹤0.01% | 317 |
|
|
2018
Q4 | $85K | Hold |
370
| – | – | 0.02% | 154 |
|
|
2018
Q3 | $99K | Hold |
370
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $92K | Hold |
370
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $90K | Sell |
370
-30
| -8% | -$7.53K | 0.02% | 218 |
|
|
2017
Q4 | $98K | Sell |
400
-25
| -6% | -$5.97K | 0.03% | 157 |
|
|
2017
Q3 | $98K | Sell |
425
-25
| -6% | -$5.66K | 0.03% | 147 |
|
|
2017
Q2 | $100K | Hold |
450
| – | – | 0.04% | 147 |
|
|
2017
Q1 | $97K | Hold |
450
| – | – | 0.04% | 139 |
|
|
2016
Q4 | $92K | Buy |
+450
| New | +$90.3K | 0.05% | 142 |
|
Other funds holding VOO
VGA
AA
Lee Financial's VOO Position: Q1 2026 in Review
Lee Financial increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, buying an estimated $425K and bringing the position to 3,211 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #37.
Lee Financial first reported a position in VOO in Q4 2016 and has held it in 33 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Lee Financial held 3,211 shares of Vanguard S&P 500 ETF worth $1.92M as of Q1 2026.
- Lee Financial bought 679 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $425K.
- Vanguard S&P 500 ETF made up 0.27% of Lee Financial's portfolio in Q1 2026, its #37 holding.
- Lee Financial first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 33 quarters since.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.