Ownership history in Secure Asset Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Secure Asset Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 556,162 | +26,012 | +4.9% | 5.22% | $33.3M | $59.57 |
| 2025 Q3 | ADDED | 530,150 | +96,936 | +22.4% | 5.24% | $31.8M | $58.92 |
| 2025 Q2 | ADDED | 433,214 | +47,925 | +12.4% | 4.77% | $25.9M | $58.14 |
| 2025 Q1 | ADDED | 385,289 | +283,442 | +278.3% | 4.59% | $22.9M | $57.19 |
| 2024 Q4 | ADDED | 101,847 | +17,073 | +20.1% | 0.90% | $5.9M | $55.49 |
| 2024 Q3 | ADDED | 84,774 | +76,076 | +874.6% | 0.86% | $5.1M | $57.09 |
| 2021 Q4 | ADDED | 8,698 | +1,603 | +22.6% | 0.23% | $578K | $58.67 |
| 2021 Q3 | ADDED | 7,095 | +77 | +1.1% | 0.24% | $479K | $59.08 |
| 2021 Q2 | ADDED | 7,018 | +860 | +14.0% | 0.24% | $476K | $59.14 |
| 2021 Q1 | REDUCED | 6,158 | -1,007 | -14.1% | 0.23% | $414K | $58.47 |
As of 2025 Q4 — sorted by position size