Secure Asset Management, LLC Vanguard Dividend Appreciation Transaction History

Secure Asset Management, LLC

$609 Million
Q4 2025

A detailed history of Secure Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Secure Asset Management, LLC holds 5,423 shares of VIG stock, worth $987,799. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,423

Previous 5,624 3.57%

Holding current value

$987,799

Previous $1.02 Million 3.61%

% of portfolio

0.16%

Previous 0.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	N/A	-201 Reduced 3.57%	5,423 $987,000
Q3 2025 Oct 09, 2025	SELL	N/A	-335 Reduced 5.62%	5,624 $1.02 Million
Q2 2025 Jul 10, 2025	BUY	N/A	690 Added 13.1%	5,959 $1.09 Million
Q1 2025 Apr 10, 2025	SELL	N/A	-13,635 Reduced 72.13%	5,269 $959,000
Q4 2024 Jan 17, 2025	BUY	N/A	512 Added 2.78%	18,904 $3.44 Million

Q3 2024 Oct 16, 2024	BUY	$182.15 - $182.15 $438,252 - $438,252	2,406 Added 15.05%	18,392 $3.35 Million
Q2 2024 Jul 24, 2024	SELL	$173.33 - $185.29 $574,935 - $614,606	-3,317 Reduced 17.18%	15,986 $2.92 Million
Q1 2024 Apr 30, 2024	SELL	$168.47 - $182.98 $899,629 - $977,113	-5,340 Reduced 21.67%	19,303 $3.52 Million
Q4 2023 Jan 22, 2024	SELL	$150.16 - $171.16 $62,316 - $71,031	-415 Reduced 1.66%	24,643 $4.2 Million
Q3 2023 Oct 18, 2023	SELL	$155.38 - $166.95 $84,371 - $90,653	-543 Reduced 2.12%	25,058 $3.89 Million
Q2 2023 Jul 13, 2023	BUY	$152.74 - $162.43 $2.07 Million - $2.2 Million	13,570 Added 112.79%	25,601 $4.16 Million
Q1 2023 Apr 13, 2023	SELL	$147.24 - $158.33 $39,902 - $42,907	-271 Reduced 2.2%	12,031 $1.85 Million
Q4 2022 Jan 20, 2023	SELL	$144.84 - $158.71 $27,954 - $30,631	-193 Reduced 1.54%	12,302 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-322 Reduced 2.51%	12,495 $1.69 Million
Q2 2022 Jul 20, 2022	SELL	N/A	-464 Reduced 3.49%	12,817 $1.84 Million
Q1 2022 Apr 19, 2022	SELL	N/A	-1,913 Reduced 12.59%	13,281 $2.15 Million
Q4 2021 Jan 24, 2022	BUY	N/A	2,116 Added 16.18%	15,194 $2.61 Million
Q3 2021 Oct 28, 2021	BUY	N/A	358 Added 2.81%	13,078 $2.01 Million
Q2 2021 Jul 16, 2021	BUY	N/A	657 Added 5.45%	12,720 $1.97 Million
Q1 2021 Apr 14, 2021	BUY	N/A	1,536 Added 14.59%	12,063 $1.77 Million
Q4 2020 Feb 08, 2021	BUY	N/A	502 Added 5.01%	10,527 $1.49 Million
Q3 2020 Oct 20, 2020	SELL	N/A	-297 Reduced 2.88%	10,025 $1.29 Million
Q2 2020 Jul 14, 2020	SELL	N/A	-296 Reduced 2.79%	10,322 $1.21 Million
Q1 2020 Apr 15, 2020	SELL	N/A	-329 Reduced 3.01%	10,618 $1.1 Million
Q4 2019 Feb 06, 2020	BUY	N/A	10,947 New	10,947 $1.37 Million

Others Institutions Holding VIG

# of Institutions

2,693

Shares Held

228M

Call Options Held

502K

Put Options Held

109K

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Secure Asset Management, LLC Vanguard Dividend Appreciation Transaction History