Lee Financial Group Hawaii, Inc. VBK Holdings History
Lee Financial Group Hawaii, Inc.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 6,815.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $1.78 Mil. This investment constitutes 1.39% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2023Q1. And since then Lee Financial Group Hawaii, Inc. has made 5 purchases of VBK, at an average price of $217.32, for a total of 6,815.00 shares. Based on historical transaction data and VBK's current price of $283.00, Lee Financial Group Hawaii, Inc.'s estimated gain on his VBK holdings is $447,606.10, reflecting a 30.22% gain to date.
Lee Financial Group Hawaii, Inc. VBK ($283.00) Holding Chart
Lee Financial Group Hawaii, Inc. VBK ($283.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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