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

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$81.9 - $82.4 $231,940 - $233,356	-2,832 Closed	0 $0
Q2 2021 Jul 16, 2021	SELL	$82.08 - $82.43 $294,995 - $296,253	-3,594 Reduced 55.93%	2,832 $233,000
Q1 2021 Apr 14, 2021	SELL	$82.08 - $82.89 $674,615 - $681,272	-8,219 Reduced 56.12%	6,426 $528,000
Q4 2020 Feb 08, 2021	SELL	$82.67 - $82.96 $141,283 - $141,778	-1,709 Reduced 10.45%	14,645 $1.21 Million
Q3 2020 Oct 20, 2020	BUY	$82.96 - $83.3 $762,236 - $765,360	9,188 Added 128.22%	16,354 $1.36 Million
Q2 2020 Jul 14, 2020	SELL	$81.78 - $83.12 $362,776 - $368,720	-4,436 Reduced 38.23%	7,166 $596,000
Q1 2020 Apr 15, 2020	BUY	$78.67 - $82.51 $15,419 - $16,171	196 Added 1.72%	11,602 $953,000
Q4 2019 Feb 06, 2020	BUY	$80.41 - $81.14 $917,156 - $925,482	11,406 New	11,406 $919,000

Others Institutions Holding BSV

# of Institutions

1,240

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.17 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.17 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.73 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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