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

Secure Asset Management, LLC

$410 Million
Q1 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	$103.31 - $112.0 $619 - $672	6 Added 0.23%	2,580 $0

Q3 2022 Oct 12, 2022	BUY	N/A	16 Added 0.63%	2,574 $245,000
Q1 2022 Apr 19, 2022	BUY	N/A	178 Added 7.48%	2,558 $297,000
Q4 2021 Jan 24, 2022	BUY	N/A	618 Added 35.07%	2,380 $301,000
Q3 2021 Oct 28, 2021	BUY	N/A	1,762 New	1,762 $206,000

Others Institutions Holding VFQY

# of Institutions

78

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.