Secure Asset Management, LLC Vanguard Total World Stk Index Transaction History

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024

A detailed history of Secure Asset Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Secure Asset Management, LLC holds 48,934 shares of VT stock, worth $5.8 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
48,934
Previous 47,308 3.44%
Holding current value
$5.8 Million
Previous $5.33 Million 9.93%
% of portfolio
1.03%
Previous 1.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$107.72 - $119.96 $175,152 - $195,054
1,626 Added 3.44%
48,934 $5.86 Million
Q2 2024

Jul 24, 2024
SELL
$104.94 - $113.51 $5,981 - $6,470
-57 Reduced 0.12%
47,308 $5.33 Million
Q1 2024

Apr 30, 2024
BUY
$100.68 - $110.5 $274,050 - $300,781
2,722 Added 6.1%
47,365 $5.23 Million
Q4 2023

Jan 22, 2024
BUY
$88.97 - $103.1 $198,225 - $229,706
2,228 Added 5.25%
44,643 $4.59 Million
Q3 2023

Oct 18, 2023
BUY
$92.79 - $100.59 $3.94 Million - $4.27 Million
42,415 New
42,415 $3.95 Million

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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