Secure Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Secure Asset Management, LLC

$632 Million
Q4 2024

A detailed history of Secure Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 126,121 shares of VOO stock, worth $65.6 Million. This represents 10.76% of its overall portfolio holdings.

Number of Shares

126,121

Previous 125,987 0.11%

Holding current value

$65.6 Million

Previous $66.5 Million 2.22%

% of portfolio

10.76%

Previous 11.7%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $69,926 - $74,881	134 Added 0.11%	126,121 $68 Million
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $1.93 Million - $2.15 Million	4,069 Added 3.34%	125,987 $66.5 Million
Q2 2024 Jul 24, 2024	BUY	$455.1 - $504.28 $5.37 Million - $5.95 Million	11,804 Added 10.72%	121,918 $61 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $4.75 Million - $5.32 Million	11,059 Added 11.16%	110,114 $52.9 Million
Q4 2023 Jan 22, 2024	BUY	$377.32 - $438.19 $9.54 Million - $11.1 Million	25,273 Added 34.25%	99,055 $43.3 Million
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $23.3 Million - $24.9 Million	59,280 Added 408.77%	73,782 $29 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $299,380 - $328,267	806 Added 5.88%	14,502 $5.91 Million
Q1 2023 Apr 13, 2023	SELL	$348.66 - $382.94 $160,034 - $175,769	-459 Reduced 3.24%	13,696 $5.15 Million
Q4 2022 Jan 20, 2023	SELL	$327.64 - $374.54 $714,910 - $817,246	-2,182 Reduced 13.36%	14,155 $0
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $14,116 - $16,986	43 Added 0.26%	16,337 $5.36 Million
Q2 2022 Jul 20, 2022	BUY	$337.07 - $419.85 $120,671 - $150,306	358 Added 2.25%	16,294 $5.65 Million
Q1 2022 Apr 19, 2022	SELL	$382.7 - $439.25 $10.7 Million - $12.3 Million	-27,950 Reduced 63.69%	15,936 $6.62 Million
Q4 2021 Jan 24, 2022	BUY	$394.21 - $439.01 $1.25 Million - $1.39 Million	3,161 Added 7.76%	43,886 $19.2 Million
Q3 2021 Oct 28, 2021	BUY	$390.68 - $416.73 $1.92 Million - $2.05 Million	4,923 Added 13.75%	40,725 $16.1 Million
Q2 2021 Jul 16, 2021	BUY	$368.16 - $394.32 $918,927 - $984,222	2,496 Added 7.49%	35,802 $14.1 Million
Q1 2021 Apr 14, 2021	BUY	$339.03 - $365.24 $2.47 Million - $2.67 Million	7,297 Added 28.06%	33,306 $12.1 Million
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $1.18 Million - $1.35 Million	3,937 Added 17.84%	26,009 $8.94 Million
Q3 2020 Oct 20, 2020	BUY	$285.37 - $328.74 $2.84 Million - $3.27 Million	9,946 Added 82.02%	22,072 $6.79 Million
Q2 2020 Jul 14, 2020	BUY	$226.15 - $297.17 $133,880 - $175,924	592 Added 5.13%	12,126 $3.44 Million
Q1 2020 Apr 15, 2020	BUY	$204.27 - $310.92 $136,248 - $207,383	667 Added 6.14%	11,534 $2.73 Million
Q4 2019 Feb 06, 2020	BUY	$264.57 - $296.67 $2.88 Million - $3.22 Million	10,867 New	10,867 $3.21 Million

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Secure Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History