Secure Asset Management, LLC Vanguard Intermediate Term Tre Transaction History

Secure Asset Management, LLC

$477 Million
Q1 2025

A detailed history of Secure Asset Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Secure Asset Management, LLC holds 385,289 shares of VGIT stock, worth $22.8 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

385,289

Previous 101,847 278.3%

Holding current value

$22.8 Million

Previous $5.91 Million 286.78%

% of portfolio

4.79%

Previous 0.94%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$57.44 - $59.3 $16.3 Million - $16.8 Million	283,442 Added 278.3%	385,289 $22.8 Million
Q4 2024 Jan 17, 2025	BUY	$57.78 - $60.4 $986,477 - $1.03 Million	17,073 Added 20.14%	101,847 $5.91 Million
Q3 2024 Oct 16, 2024	BUY	$57.8 - $60.8 $4.9 Million - $5.15 Million	84,774 New	84,774 $5.12 Million
Q1 2022 Apr 19, 2022	SELL	$62.43 - $66.15 $543,016 - $575,372	-8,698 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$66.4 - $67.68 $106,439 - $108,491	1,603 Added 22.59%	8,698 $578,000
Q3 2021 Oct 28, 2021	BUY	$67.44 - $68.68 $5,192 - $5,288	77 Added 1.1%	7,095 $479,000
Q2 2021 Jul 16, 2021	BUY	$67.21 - $68.13 $57,800 - $58,591	860 Added 13.97%	7,018 $476,000
Q1 2021 Apr 14, 2021	SELL	$67.23 - $69.45 $67,700 - $69,936	-1,007 Reduced 14.05%	6,158 $414,000
Q4 2020 Feb 08, 2021	BUY	$69.32 - $70.41 $18,785 - $19,081	271 Added 3.93%	7,165 $497,000
Q3 2020 Oct 20, 2020	SELL	$70.34 - $70.85 $113,528 - $114,351	-1,614 Reduced 18.97%	6,894 $486,000
Q2 2020 Jul 14, 2020	BUY	$69.86 - $70.63 $594,368 - $600,920	8,508 New	8,508 $600,000

Others Institutions Holding VGIT

# of Institutions

854

Shares Held

405M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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.

Account

Secure Asset Management, LLC Vanguard Intermediate Term Tre Transaction History