Orgel Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$54.11 - $54.66 $333,642 - $337,033	-6,166 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$51.4 - $54.6 $316,932 - $336,663	6,166 New	6,166 $336,000

Others Institutions Holding VMBS

# of Institutions

632

Shares Held

343M

Call Options Held

900

Put Options Held

80.3K

Charles Schwab Investment Management Inc San Francisco, CA

121M
Shares

$5.46 Billion
1.11% of portfolio
Bank Of America Corp Charlotte, NC

69M
Shares

$3.12 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$900 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$388 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.99M
Shares

$362 Million
0.09% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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.