Secure Asset Management, LLC Vanguard Mid Cap ETF Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

A detailed history of Secure Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 12,547 shares of VO stock, worth $3.46 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

12,547

Previous 12,805 2.01%

Holding current value

$3.46 Million

Previous $3.1 Million 6.77%

% of portfolio

0.58%

Previous 0.61%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$237.84 - $263.83 $61,362 - $68,068	-258 Reduced 2.01%	12,547 $3.31 Million
Q2 2024 Jul 24, 2024	SELL	$234.99 - $248.98 $330,160 - $349,816	-1,405 Reduced 9.89%	12,805 $3.1 Million
Q1 2024 Apr 30, 2024	BUY	$225.86 - $249.86 $149,971 - $165,907	664 Added 4.9%	14,210 $3.55 Million
Q4 2023 Jan 22, 2024	BUY	$195.66 - $233.95 $121,309 - $145,049	620 Added 4.8%	13,546 $3.15 Million
Q3 2023 Oct 18, 2023	SELL	$206.6 - $228.23 $419,604 - $463,535	-2,031 Reduced 13.58%	12,926 $2.69 Million
Q2 2023 Jul 13, 2023	BUY	$203.43 - $220.16 $2.24 Million - $2.42 Million	11,007 Added 278.66%	14,957 $3.29 Million
Q1 2023 Apr 13, 2023	BUY	$200.2 - $225.98 $45,645 - $51,523	228 Added 6.13%	3,950 $833,000
Q4 2022 Jan 20, 2023	SELL	$186.57 - $217.26 $721,652 - $840,361	-3,868 Reduced 50.96%	3,722 $0
Q3 2022 Oct 12, 2022	BUY	$187.98 - $227.42 $11,654 - $14,100	62 Added 0.82%	7,590 $1.43 Million
Q2 2022 Jul 20, 2022	SELL	$190.36 - $240.41 $130,967 - $165,402	-688 Reduced 8.37%	7,528 $1.48 Million
Q1 2022 Apr 19, 2022	SELL	$219.86 - $253.39 $410,918 - $473,585	-1,869 Reduced 18.53%	8,216 $1.95 Million
Q4 2021 Jan 24, 2022	BUY	$236.98 - $261.2 $193,375 - $213,139	816 Added 8.8%	10,085 $2.57 Million
Q3 2021 Oct 28, 2021	BUY	$229.88 - $249.8 $331,486 - $360,211	1,442 Added 18.42%	9,269 $2.2 Million
Q2 2021 Jul 16, 2021	SELL	$223.23 - $238.25 $76,567 - $81,719	-343 Reduced 4.2%	7,827 $1.86 Million
Q1 2021 Apr 14, 2021	SELL	$203.74 - $225.89 $439,670 - $487,470	-2,158 Reduced 20.89%	8,170 $1.81 Million
Q4 2020 Feb 08, 2021	BUY	$176.14 - $208.21 $62,177 - $73,498	353 Added 3.54%	10,328 $2.14 Million
Q3 2020 Oct 20, 2020	SELL	$164.39 - $185.0 $1.12 Million - $1.26 Million	-6,784 Reduced 40.48%	9,975 $1.76 Million
Q2 2020 Jul 14, 2020	BUY	$124.34 - $175.42 $2.08 Million - $2.94 Million	16,759 New	16,759 $2.75 Million

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History