Vanguard S&p 500 Etf idx shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $533k | 1.1k | 501.75 |
| 2024-03-31 | $511k | 1.1k | 480.59 |
| 2023-12-31 | $485k | 1.1k | 436.63 |
| 2023-09-30 | $438k | 1.1k | 394.14 |
| 2023-06-30 | $452k | 1.1k | 408.72 |
| 2023-03-31 | $616k | 1.6k | 376.05 |
| 2022-12-31 | $697k | 2.0k | 351.29 |
| 2022-09-30 | $665k | 2.0k | 328.56 |
| 2022-06-30 | $788k | 2.3k | 346.68 |
| 2022-03-31 | $1.2M | 3.0k | 415.23 |
| 2021-12-31 | $261k | 598 | 436.45 |
| 2021-09-30 | $31k | 77 | 402.60 |
| 2021-06-30 | $30k | 77 | 389.61 |
| 2021-03-31 | $19k | 52 | 365.38 |
| 2020-12-31 | $23k | 67 | 343.28 |
| 2019-06-30 | $12k | 45 | 266.67 |
| 2019-03-31 | $12k | 45 | 266.67 |
| 2018-12-31 | $85k | 370 | 229.73 |
| 2018-09-30 | $99k | 370 | 267.57 |
| 2018-06-30 | $92k | 370 | 248.65 |
| 2018-03-31 | $90k | 370 | 243.24 |
| 2017-12-31 | $98k | 400 | 245.00 |
| 2017-09-30 | $98k | 425 | 230.59 |
| 2017-06-30 | $100k | 450 | 222.22 |
| 2017-03-31 | $97k | 450 | 215.56 |
| 2016-12-31 | $92k | 450 | 204.44 |