Secure Asset Management, LLC Vanguard Intermediate Term Cor Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$78.1 - $85.93 $1.06 Million - $1.17 Million	-13,608 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$85.05 - $92.24 $47,457 - $51,469	-558 Reduced 3.94%	13,608 $1.17 Million
Q4 2021 Jan 24, 2022	BUY	$92.55 - $94.67 $285,054 - $291,583	3,080 Added 27.78%	14,166 $1.31 Million
Q3 2021 Oct 28, 2021	SELL	$94.41 - $96.13 $44,467 - $45,277	-471 Reduced 4.08%	11,086 $1.05 Million
Q2 2021 Jul 16, 2021	BUY	$92.83 - $95.07 $161,431 - $165,326	1,739 Added 17.71%	11,557 $1.1 Million
Q1 2021 Apr 14, 2021	SELL	$92.62 - $97.02 $78,449 - $82,175	-847 Reduced 7.94%	9,818 $913,000
Q4 2020 Feb 08, 2021	BUY	$95.37 - $97.17 $50,355 - $51,305	528 Added 5.21%	10,665 $1.04 Million
Q3 2020 Oct 20, 2020	SELL	$95.12 - $97.1 $118,139 - $120,598	-1,242 Reduced 10.91%	10,137 $971,000
Q2 2020 Jul 14, 2020	BUY	$86.24 - $95.36 $53,555 - $59,218	621 Added 5.77%	11,379 $1.08 Million
Q1 2020 Apr 15, 2020	SELL	$78.83 - $94.82 $3 Million - $3.61 Million	-38,103 Reduced 77.98%	10,758 $937,000
Q4 2019 Feb 06, 2020	BUY	$90.42 - $91.79 $4.42 Million - $4.48 Million	48,861 New	48,861 $4.46 Million

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.13 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.91 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.8 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.94 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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