Orgel Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,984 shares of VOO stock, worth $2.55 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,984

Previous 3,260 52.88%

Holding current value

$2.55 Million

Previous $1.72 Million 56.1%

% of portfolio

0.07%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$521.84 - $558.82 $899,652 - $963,405	1,724 Added 52.88%	4,984 $2.69 Million
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $41,817 - $46,437	88 Added 2.77%	3,260 $1.72 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $62,348 - $69,086	137 Added 4.51%	3,172 $1.59 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $171,342 - $192,058	399 Added 15.14%	3,035 $1.46 Million
Q4 2023 Jan 11, 2024	SELL	$377.32 - $438.19 $143,758 - $166,950	-381 Reduced 12.63%	2,636 $1.15 Million
Q3 2023 Oct 26, 2023	SELL	$392.7 - $420.68 $82,467 - $88,342	-210 Reduced 6.51%	3,017 $1.18 Million
Q2 2023 Jul 10, 2023	BUY	$371.44 - $407.28 $4,457 - $4,887	12 Added 0.37%	3,227 $1.31 Million
Q1 2023 Apr 06, 2023	BUY	$348.66 - $382.94 $336,108 - $369,154	964 Added 42.83%	3,215 $1.21 Million
Q4 2022 Jan 17, 2023	SELL	$327.64 - $374.54 $224,105 - $256,185	-684 Reduced 23.3%	2,251 $0
Q3 2022 Oct 25, 2022	SELL	$328.3 - $395.04 $1.08 Million - $1.3 Million	-3,289 Reduced 52.84%	2,935 $964,000
Q2 2022 Jul 13, 2022	BUY	$337.07 - $419.85 $11,797 - $14,694	35 Added 0.57%	6,224 $2.16 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $1.54 Million - $1.77 Million	4,031 Added 186.79%	6,189 $2.57 Million
Q4 2021 Jan 24, 2022	BUY	$394.21 - $439.01 $41,786 - $46,535	106 Added 5.17%	2,158 $942,000
Q3 2021 Oct 26, 2021	SELL	$390.68 - $416.73 $62,118 - $66,260	-159 Reduced 7.19%	2,052 $809,000
Q2 2021 Jul 23, 2021	BUY	$368.16 - $394.32 $100,507 - $107,649	273 Added 14.09%	2,211 $870,000
Q1 2021 Apr 28, 2021	BUY	$339.03 - $365.24 $43,056 - $46,385	127 Added 7.01%	1,938 $706,000
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $55,766 - $63,926	186 Added 11.45%	1,811 $622,000
Q3 2020 Nov 03, 2020	SELL	$285.37 - $328.74 $51,937 - $59,830	-182 Reduced 10.07%	1,625 $500,000
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $76,601 - $116,595	375 Added 26.19%	1,807 $428,000
Q4 2019 Jan 27, 2020	SELL	$264.57 - $296.67 $8,201 - $9,196	-31 Reduced 2.12%	1,432 $424,000
Q1 2019 Apr 29, 2019	SELL	$224.5 - $261.43 $158,946 - $185,092	-708 Reduced 32.61%	1,463 $380,000
Q4 2018 Jan 14, 2019	BUY	$215.07 - $268.24 $72,048 - $89,860	335 Added 18.25%	2,171 $499,000
Q3 2018 Oct 11, 2018	SELL	$248.79 - $269.75 $34,581 - $37,495	-139 Reduced 7.04%	1,836 $490,000
Q2 2018 Jul 16, 2018	SELL	$236.48 - $256.33 $138,813 - $150,465	-587 Reduced 22.91%	1,975 $493,000
Q1 2018 Apr 25, 2018	SELL	$236.79 - $263.36 $531,593 - $591,243	-2,245 Reduced 46.7%	2,562 $620,000
Q4 2017 Feb 09, 2018	BUY	$231.73 - $247.65 $809,201 - $864,793	3,492 Added 265.55%	4,807 $1.18 Million
Q2 2017 Aug 10, 2017	BUY	N/A	1,315	1,315 $292,000

Others Institutions Holding VOO

# of Institutions

3,545

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Orgel Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History