Orgel Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 5,780 shares of VTI stock, worth $1.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,780
Previous 3,938 46.78%
Holding current value
$1.73 Million
Previous $1.12 Million 50.22%
% of portfolio
0.05%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$280.04 - $302.45 $515,833 - $557,112
1,842 Added 46.78%
5,780 $1.68 Million
Q3 2024

Oct 17, 2024
BUY
$255.18 - $283.2 $188,578 - $209,284
739 Added 23.1%
3,938 $1.12 Million
Q2 2024

Jul 22, 2024
SELL
$245.23 - $269.4 $1,961 - $2,155
-8 Reduced 0.25%
3,199 $855,000
Q1 2024

Apr 15, 2024
BUY
$232.77 - $260.14 $141,058 - $157,644
606 Added 23.3%
3,207 $833,000
Q4 2023

Jan 11, 2024
BUY
$203.12 - $238.25 $1,218 - $1,429
6 Added 0.23%
2,601 $617,000
Q3 2023

Oct 26, 2023
BUY
$211.41 - $228.35 $127,903 - $138,151
605 Added 30.4%
2,595 $551,000
Q2 2023

Jul 10, 2023
BUY
$200.75 - $220.28 $20,677 - $22,688
103 Added 5.46%
1,990 $438,000
Q1 2023

Apr 06, 2023
SELL
$189.85 - $210.01 $61,701 - $68,253
-325 Reduced 14.69%
1,887 $385,000
Q4 2022

Jan 17, 2023
SELL
$179.3 - $204.18 $7,172 - $8,167
-40 Reduced 1.78%
2,212 $0
Q3 2022

Oct 25, 2022
BUY
$179.47 - $216.24 $13,460 - $16,218
75 Added 3.45%
2,252 $404,000
Q2 2022

Jul 13, 2022
SELL
$183.02 - $230.52 $54,356 - $68,464
-297 Reduced 12.0%
2,177 $411,000
Q1 2022

May 10, 2022
BUY
$209.9 - $242.97 $66,328 - $76,778
316 Added 14.64%
2,474 $563,000
Q4 2021

Jan 24, 2022
BUY
$221.73 - $242.96 $53,215 - $58,310
240 Added 12.51%
2,158 $521,000
Q3 2021

Oct 26, 2021
BUY
$219.23 - $234.37 $43,188 - $46,170
197 Added 11.45%
1,918 $426,000
Q2 2021

Jul 23, 2021
BUY
$209.28 - $222.82 $29,508 - $31,417
141 Added 8.92%
1,721 $383,000
Q1 2021

Apr 28, 2021
BUY
$191.87 - $208.85 $4,604 - $5,012
24 Added 1.54%
1,580 $327,000
Q4 2020

Feb 08, 2021
BUY
$166.99 - $194.64 $8,349 - $9,732
50 Added 3.32%
1,556 $303,000
Q3 2020

Nov 03, 2020
SELL
$157.44 - $181.24 $240,883 - $277,297
-1,530 Reduced 50.4%
1,506 $256,000
Q2 2020

Jul 31, 2020
BUY
$122.96 - $164.1 $27,788 - $37,086
226 Added 8.04%
3,036 $475,000
Q1 2020

Apr 28, 2020
SELL
$111.91 - $172.17 $19,248 - $29,613
-172 Reduced 5.77%
2,810 $362,000
Q4 2019

Jan 27, 2020
BUY
$146.61 - $164.29 $108,344 - $121,410
739 Added 32.95%
2,982 $488,000
Q3 2019

Oct 15, 2019
BUY
$150.3 - $153.62 $7,815 - $7,988
52 Added 2.37%
2,243 $339,000
Q2 2019

Jul 12, 2019
BUY
N/A
395 Added 21.99%
2,191 $329,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,796 New
1,796 $260,000

Others Institutions Holding VTI

# of Institutions
3,162
Shares Held
476M
Call Options Held
1.8M
Put Options Held
620K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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