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

Secure Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$91.07 - $108.95 $232,319 - $277,931	-2,551 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$101.78 - $109.95 $18,931 - $20,450	-186 Reduced 6.8%	2,551 $272,000
Q4 2021 Jan 24, 2022	BUY	$98.41 - $107.31 $20,272 - $22,105	206 Added 8.14%	2,737 $288,000
Q3 2021 Oct 28, 2021	BUY	$93.63 - $101.52 $11,048 - $11,979	118 Added 4.89%	2,531 $250,000
Q2 2021 Jul 16, 2021	BUY	$94.91 - $103.91 $4,365 - $4,779	46 Added 1.94%	2,413 $241,000
Q1 2021 Apr 14, 2021	BUY	$77.27 - $97.16 $182,898 - $229,977	2,367 New	2,367 $224,000

103

2.72M

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