Orgel Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 44,380 shares of VB stock, worth $11.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

44,380

Previous 44,201 0.4%

Holding current value

$11.2 Million

Previous $10.5 Million 1.71%

% of portfolio

0.29%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$233.76 - $261.58 $41,843 - $46,822	179 Added 0.4%	44,380 $10.7 Million
Q3 2024 Oct 17, 2024	SELL	$214.77 - $237.72 $847,482 - $938,043	-3,946 Reduced 8.2%	44,201 $10.5 Million
Q2 2024 Jul 22, 2024	SELL	$210.76 - $226.94 $382,318 - $411,669	-1,814 Reduced 3.63%	48,147 $10.5 Million
Q1 2024 Apr 15, 2024	SELL	$204.0 - $228.59 $1.21 Million - $1.36 Million	-5,933 Reduced 10.61%	49,961 $11.4 Million
Q4 2023 Jan 11, 2024	BUY	$175.26 - $215.9 $1.99 Million - $2.45 Million	11,337 Added 25.44%	55,894 $11.9 Million
Q3 2023 Oct 26, 2023	BUY	$186.24 - $208.75 $1.24 Million - $1.39 Million	6,680 Added 17.64%	44,557 $8.42 Million
Q2 2023 Jul 10, 2023	SELL	$181.26 - $198.89 $1.8 Million - $1.97 Million	-9,920 Reduced 20.75%	37,877 $7.53 Million
Q1 2023 Apr 06, 2023	SELL	$179.51 - $208.76 $367,277 - $427,122	-2,046 Reduced 4.1%	47,797 $9.06 Million
Q4 2022 Jan 17, 2023	BUY	$172.82 - $196.57 $20,738 - $23,588	120 Added 0.24%	49,843 $0
Q3 2022 Oct 25, 2022	SELL	$170.45 - $206.62 $188 Million - $228 Million	-1,102,253 Reduced 95.68%	49,723 $8.5 Million
Q2 2022 Jul 13, 2022	BUY	$170.7 - $214.67 $197 Million - $247 Million	1,151,976 New	1,151,976 $203 Million

Others Institutions Holding VB

# of Institutions

2,144

Shares Held

151M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Account

Orgel Wealth Management, LLC Vanguard Small Cap ETF Transaction History