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

Secure Asset Management, LLC

$477 Million
Q1 2025

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 30,557 shares of VT stock, worth $3.4 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

30,557

Previous 49,051 37.7%

Holding current value

$3.4 Million

Previous $5.76 Million 38.58%

% of portfolio

0.74%

Previous 0.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$115.08 - $123.97 $2.13 Million - $2.29 Million	-18,494 Reduced 37.7%	30,557 $3.54 Million
Q4 2024 Jan 17, 2025	BUY	$117.09 - $123.07 $13,699 - $14,399	117 Added 0.24%	49,051 $5.76 Million
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

1,094

Shares Held

99.7M

Call Options Held

158K

Put Options Held

69.5K

View Full List

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