Orgel Wealth Management, LLC Vanguard Growth ETF Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,922 shares of VUG stock, worth $819,194. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,922
Previous 1,942
1.03%
Holding current value
$819,194
Previous $726,000
1.52%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio