Vanguard Growth ETF shares owned by Lee Financial
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 802 | 479.75 |
| 2024-12-31 | $284k | 691 | 410.44 |
| 2024-09-30 | $200k | 522 | 383.93 |
| 2023-12-31 | $21k | 67 | 310.88 |
| 2023-09-30 | $18k | 67 | 272.31 |
| 2023-06-30 | $19k | 67 | 282.97 |
| 2023-03-31 | $19k | 74 | 249.45 |
| 2022-12-31 | $16k | 74 | 213.11 |
| 2022-09-30 | $16k | 74 | 216.22 |
| 2022-06-30 | $16k | 74 | 216.22 |
| 2022-03-31 | $21k | 74 | 283.78 |
| 2021-12-31 | $25k | 77 | 324.68 |
| 2021-09-30 | $24k | 83 | 289.16 |
| 2021-06-30 | $24k | 83 | 289.16 |
| 2021-03-31 | $87k | 338 | 257.40 |
| 2020-12-31 | $43k | 168 | 255.95 |
| 2020-09-30 | $58k | 257 | 225.68 |
| 2020-06-30 | $18k | 89 | 202.25 |
| 2020-03-31 | $14k | 89 | 157.30 |
| 2019-12-31 | $16k | 89 | 179.78 |
| 2019-09-30 | $15k | 89 | 168.54 |
| 2019-06-30 | $15k | 89 | 168.54 |
| 2019-03-31 | $14k | 89 | 157.30 |