Secure Asset Management, LLC Vanguard Wellington Fd U S Qua Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	SELL	$106.56 - $127.53 $17,156 - $20,532	-161 Reduced 6.96%	2,153 $272,000
Q3 2023 Oct 18, 2023	SELL	$110.74 - $119.2 $553 - $596	-5 Reduced 0.22%	2,314 $259,000
Q2 2023 Jul 13, 2023	SELL	$103.67 - $114.06 $5,287 - $5,817	-51 Reduced 2.15%	2,319 $264,000
Q1 2023 Apr 13, 2023	SELL	$103.33 - $115.07 $21,699 - $24,164	-210 Reduced 8.14%	2,370 $256,000
Q4 2022 Jan 20, 2023	BUY	$97.37 - $112.0 $584 - $672	6 Added 0.23%	2,580 $0
Q3 2022 Oct 12, 2022	BUY	$94.89 - $113.18 $1,518 - $1,810	16 Added 0.63%	2,574 $245,000
Q1 2022 Apr 19, 2022	BUY	$109.39 - $126.65 $19,471 - $22,543	178 Added 7.48%	2,558 $297,000
Q4 2021 Jan 24, 2022	BUY	$116.74 - $129.73 $72,145 - $80,173	618 Added 35.07%	2,380 $301,000
Q3 2021 Oct 28, 2021	BUY	$114.77 - $123.33 $202,224 - $217,307	1,762 New	1,762 $206,000

Others Institutions Holding VFQY

# of Institutions

82

Shares Held

1.11M

Call Options Held

0

Put Options Held

0

About VANGUARD WELLINGTON FD U S QUA

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