Secure Asset Management, LLC Vanguard Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$57.32 - $58.77 $229,795 - $235,608	4,009 Added 7.09%	60,555 $3.54 Million
Q4 2022 Jan 20, 2023	BUY	$57.38 - $58.13 $1.88 Million - $1.9 Million	32,757 Added 137.7%	56,546 $0
Q3 2022 Oct 12, 2022	BUY	$57.67 - $59.08 $224,970 - $230,471	3,901 Added 19.61%	23,789 $1.38 Million
Q2 2022 Jul 20, 2022	BUY	$58.29 - $59.37 $229,487 - $233,739	3,937 Added 24.68%	19,888 $1.17 Million
Q1 2022 Apr 19, 2022	BUY	$59.19 - $60.79 $333,713 - $342,734	5,638 Added 54.67%	15,951 $945,000
Q4 2021 Jan 24, 2022	BUY	$60.79 - $61.43 $86,686 - $87,599	1,426 Added 16.05%	10,313 $627,000
Q3 2021 Oct 28, 2021	SELL	$61.39 - $61.54 $89,445 - $89,663	-1,457 Reduced 14.09%	8,887 $546,000
Q2 2021 Jul 16, 2021	BUY	$61.41 - $61.64 $66,691 - $66,941	1,086 Added 11.73%	10,344 $635,000
Q1 2021 Apr 14, 2021	SELL	$61.49 - $61.63 $81,904 - $82,091	-1,332 Reduced 12.58%	9,258 $570,000
Q4 2020 Feb 08, 2021	BUY	$61.6 - $62.06 $20,636 - $20,790	335 Added 3.27%	10,590 $652,000
Q3 2020 Oct 20, 2020	SELL	$62.07 - $62.21 $192,044 - $192,477	-3,094 Reduced 23.18%	10,255 $637,000
Q2 2020 Jul 14, 2020	SELL	$62.08 - $62.28 $101,873 - $102,201	-1,641 Reduced 10.95%	13,349 $830,000
Q1 2020 Apr 15, 2020	BUY	$60.83 - $62.34 $911,841 - $934,476	14,990 New	14,990 $934,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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