Lee Financial Group Hawaii, Inc. VOO Holdings History
Lee Financial Group Hawaii, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 71,549.00 shares of Vanguard S&P 500 ETF(VOO), totaling $34.39 Mil. This investment constitutes 26.91% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q2. And since then Lee Financial Group Hawaii, Inc. has made 10 purchases of VOO, at an average price of $356.77, for a total of 122,276.00 shares. In addition, there have been 6 sales at an average price of $402.52 for 50,727.00 shares. Based on historical transaction data and VOO's current price of $576.92, Lee Financial Group Hawaii, Inc.'s estimated gain on his VOO holdings is $18.07 Mil, reflecting a 41.43% gain to date.
Lee Financial Group Hawaii, Inc. VOO ($576.92) Holding Chart
Lee Financial Group Hawaii, Inc. VOO ($576.92) 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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