Secure Asset Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$74.51 - $76.61 $114,000 - $117,213	1,530 Added 5.71%	28,318 $2.14 Million
Q4 2023 Jan 22, 2024	SELL	$70.49 - $76.74 $84,306 - $91,781	-1,196 Reduced 4.27%	26,788 $2.05 Million
Q3 2023 Oct 18, 2023	SELL	$72.11 - $75.67 $78,239 - $82,101	-1,085 Reduced 3.73%	27,984 $2.02 Million
Q2 2023 Jul 13, 2023	BUY	$74.96 - $77.47 $2.18 Million - $2.25 Million	29,069 New	29,069 $2.19 Million
Q2 2022 Jul 20, 2022	SELL	$75.37 - $81.44 $1.1 Million - $1.19 Million	-14,555 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$81.03 - $87.06 $48,618 - $52,236	600 Added 4.3%	14,555 $1.19 Million
Q4 2021 Jan 24, 2022	BUY	$87.51 - $89.66 $256,666 - $262,972	2,933 Added 26.61%	13,955 $1.22 Million
Q3 2021 Oct 28, 2021	BUY	$89.41 - $91.32 $390,811 - $399,159	4,371 Added 65.72%	11,022 $986,000
Q2 2021 Jul 16, 2021	SELL	$88.27 - $90.15 $124,725 - $127,381	-1,413 Reduced 17.52%	6,651 $598,000
Q1 2021 Apr 14, 2021	SELL	$88.61 - $92.83 $430,378 - $450,875	-4,857 Reduced 37.59%	8,064 $716,000
Q4 2020 Feb 08, 2021	SELL	$92.55 - $93.62 $55,715 - $56,359	-602 Reduced 4.45%	12,921 $1.2 Million
Q3 2020 Oct 20, 2020	BUY	$93.08 - $94.37 $424,165 - $430,044	4,557 Added 50.83%	13,523 $1.26 Million
Q2 2020 Jul 14, 2020	BUY	$88.97 - $93.19 $81,585 - $85,455	917 Added 11.39%	8,966 $836,000
Q1 2020 Apr 15, 2020	BUY	$83.77 - $92.22 $10,303 - $11,343	123 Added 1.55%	8,049 $719,000
Q4 2019 Feb 06, 2020	BUY	$86.78 - $88.73 $687,818 - $703,273	7,926 New	7,926 $691,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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