Secure Asset Management, LLC Vanguard Scottsdale Fds Vangua Transaction History

Secure Asset Management, LLC

$520 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$68.33 - $73.94 $915,075 - $990,204	-13,392 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$73.61 - $78.14 $40,264 - $42,742	547 Added 4.26%	13,392 $993,000
Q4 2021 Jan 24, 2022	BUY	$78.32 - $80.26 $320,877 - $328,825	4,097 Added 46.83%	12,845 $1.01 Million
Q3 2021 Oct 28, 2021	BUY	$79.85 - $81.28 $87,914 - $89,489	1,101 Added 14.4%	8,748 $699,000
Q2 2021 Jul 16, 2021	SELL	$79.28 - $80.25 $17,679 - $17,895	-223 Reduced 2.83%	7,647 $613,000
Q1 2021 Apr 14, 2021	SELL	$79.34 - $82.15 $413,678 - $428,330	-5,214 Reduced 39.85%	7,870 $627,000
Q4 2020 Feb 08, 2021	BUY	$81.31 - $82.21 $170,425 - $172,312	2,096 Added 19.08%	13,084 $1.08 Million
Q3 2020 Oct 20, 2020	BUY	$81.33 - $82.46 $193,565 - $196,254	2,380 Added 27.65%	10,988 $899,000
Q2 2020 Jul 14, 2020	BUY	$79.1 - $81.55 $680,892 - $701,982	8,608 New	8,608 $702,000

Others Institutions Holding BNDW

# of Institutions

114

Shares Held

5.82M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.45M
Shares

$170 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

825K
Shares

$57.1 Million
0.13% of portfolio
Aurelius Family Office LLC Bedford, NH

323K
Shares

$22.4 Million
10.58% of portfolio
Envestnet Asset Management Inc

280K
Shares

$19.4 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

222K
Shares

$15.4 Million
10.03% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

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