Secure Asset Management, LLC VV Holdings History
Number of Shares
13,552.00
Current Holdings Value*
$3.87 Mil
% of Portfolio
0.71%
Total Estimate Gain
$356,688.64
% of Total Estimate Gain
9.99%
Secure Asset Management, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-06-30, Secure Asset Management, LLC held 13,552.00 shares of Vanguard Large Cap ETF(VV), totaling $3.87 Mil. This investment constitutes 0.71% of their stock portfolio, and Secure Asset Management, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2025Q2. And since then Secure Asset Management, LLC has made 1 purchases of VV, at an average price of $263.38, for a total of 13,552.00 shares. Based on historical transaction data and VV's current price of $289.70, Secure Asset Management, LLC's estimated gain on his VV holdings is $356,688.64, reflecting a 9.99% gain to date.
Secure Asset Management, LLC VV ($289.70) Holding Chart
Secure Asset Management, LLC VV ($289.70) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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