Secure Asset Management, LLC VOO Holdings History
Secure Asset Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Secure Asset Management, LLC held 42,185.00 shares of Vanguard S&P 500 ETF(VOO), totaling $23.96 Mil. This investment constitutes 4.42% of their stock portfolio, and Secure Asset Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Secure Asset Management, LLC has made 18 purchases of VOO, at an average price of $403.70, for a total of 162,527.00 shares. In addition, there have been 4 sales at an average price of $505.73 for 120,342.00 shares. Based on historical transaction data and VOO's current price of $576.92, Secure Asset Management, LLC's estimated gain on his VOO holdings is $19.59 Mil, reflecting a 29.85% gain to date.
Secure Asset Management, LLC VOO ($576.92) Holding Chart
Secure Asset Management, LLC VOO ($576.92) 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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