Secure Asset Management, LLC Vanguard Small Cap Value ETF Transaction History

Secure Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$149.18 - $181.94 $312,681 - $381,346	2,096 New	2,096 $377,000
Q1 2023 Apr 13, 2023	BUY	$150.22 - $177.69 $6,609 - $7,818	44 Added 3.08%	1,474 $234,000
Q4 2022 Jan 20, 2023	BUY	$147.25 - $169.54 $210,567 - $242,442	1,430 New	1,430 $0
Q1 2022 Apr 19, 2022	SELL	$165.62 - $182.58 $574,370 - $633,187	-3,468 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$168.72 - $185.72 $2,699 - $2,971	16 Added 0.46%	3,468 $620,000
Q3 2021 Oct 28, 2021	SELL	$162.66 - $175.73 $44,243 - $47,798	-272 Reduced 7.3%	3,452 $584,000
Q2 2021 Jul 16, 2021	BUY	$166.46 - $180.76 $619,897 - $673,150	3,724 New	3,724 $647,000

1,540

93.4M

53.2K

22.2K

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