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

100

2.01M

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

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