Orgel Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,488,119 shares of VTEB stock, worth $124 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

2,488,119

Previous 2,093,212 18.87%

Holding current value

$124 Million

Previous $105 Million 21.26%

% of portfolio

3.3%

Previous 2.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$49.93 - $51.15 $19.7 Million - $20.2 Million	394,907 Added 18.87%	2,488,119 $127 Million
Q2 2024 Jul 22, 2024	BUY	$49.55 - $50.44 $6.75 Million - $6.87 Million	136,243 Added 6.96%	2,093,212 $105 Million
Q1 2024 Apr 15, 2024	BUY	$50.36 - $51.06 $6.08 Million - $6.17 Million	120,817 Added 6.58%	1,956,969 $99 Million
Q4 2023 Jan 11, 2024	SELL	$47.36 - $51.14 $358 Million - $386 Million	-7,553,155 Reduced 80.44%	1,836,152 $93.7 Million
Q3 2023 Oct 26, 2023	SELL	$48.03 - $50.5 $192,648 - $202,555	-4,011 Reduced 0.04%	9,389,307 $452 Million
Q2 2023 Jul 10, 2023	BUY	$49.5 - $51.06 $85.2 Million - $87.9 Million	1,720,648 Added 22.43%	9,393,318 $472 Million
Q1 2023 Apr 06, 2023	BUY	$49.32 - $51.02 $60.6 Million - $62.7 Million	1,228,983 Added 19.07%	7,672,670 $389 Million
Q4 2022 Jan 17, 2023	BUY	$47.5 - $50.06 $66.4 Million - $70 Million	1,397,824 Added 27.7%	6,443,687 $0
Q3 2022 Oct 25, 2022	BUY	$48.11 - $51.14 $7.39 Million - $7.86 Million	153,637 Added 3.14%	5,045,863 $243 Million
Q2 2022 Jul 13, 2022	BUY	$49.13 - $51.51 $240 Million - $252 Million	4,892,226 New	4,892,226 $244 Million

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Orgel Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History