Secure Asset Management, LLC Vanguard Financial ETF Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$75.97 - $92.67 $169,185 - $206,376	2,227 New	2,227 $205,000
Q4 2022 Jan 20, 2023	BUY	$74.7 - $88.6 $194,145 - $230,271	2,599 New	2,599 $0
Q2 2022 Jul 20, 2022	SELL	$75.42 - $93.29 $19,533 - $24,162	-259 Reduced 8.78%	2,691 $208,000
Q1 2022 Apr 19, 2022	BUY	$87.26 - $101.75 $959 - $1,119	11 Added 0.37%	2,950 $276,000
Q4 2021 Jan 24, 2022	SELL	$92.72 - $100.95 $1,854 - $2,019	-20 Reduced 0.68%	2,939 $284,000
Q3 2021 Oct 28, 2021	SELL	$86.32 - $96.09 $3,798 - $4,227	-44 Reduced 1.47%	2,959 $274,000
Q2 2021 Jul 16, 2021	SELL	$85.53 - $94.49 $8,381 - $9,260	-98 Reduced 3.16%	3,003 $272,000
Q1 2021 Apr 14, 2021	BUY	$71.74 - $86.71 $932 - $1,127	13 Added 0.42%	3,101 $262,000
Q4 2020 Feb 08, 2021	BUY	$58.32 - $72.85 $180,092 - $224,960	3,088 New	3,088 $225,000
Q1 2020 Apr 15, 2020	SELL	$42.8 - $77.51 $149,842 - $271,362	-3,501 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$66.8 - $76.51 $233,866 - $267,861	3,501 New	3,501 $267,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
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