Orgel Wealth Management, LLC Vanguard Growth ETF Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 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 2,058 shares of VUG stock, worth $762,344. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,058
Previous 1,922 7.08%
Holding current value
$762,344
Previous $737,000 14.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$378.79 - $428.11 $51,515 - $58,222
136 Added 7.08%
2,058 $844,000
Q3 2024

Oct 17, 2024
SELL
$341.08 - $391.94 $6,821 - $7,838
-20 Reduced 1.03%
1,922 $737,000
Q2 2024

Jul 22, 2024
BUY
$322.46 - $377.11 $1,289 - $1,508
4 Added 0.21%
1,942 $726,000
Q1 2024

Apr 15, 2024
SELL
$301.05 - $346.61 $18,665 - $21,489
-62 Reduced 3.1%
1,938 $667,000
Q4 2023

Jan 11, 2024
SELL
$261.54 - $312.16 $2,092 - $2,497
-8 Reduced 0.4%
2,000 $621,000
Q3 2023

Oct 26, 2023
SELL
$269.56 - $293.5 $25,338 - $27,589
-94 Reduced 4.47%
2,008 $546,000
Q2 2023

Jul 10, 2023
SELL
$243.06 - $282.96 $52,987 - $61,685
-218 Reduced 9.4%
2,102 $594,000
Q1 2023

Apr 06, 2023
SELL
$209.25 - $249.44 $120,946 - $144,176
-578 Reduced 19.94%
2,320 $578,000
Q4 2022

Jan 17, 2023
SELL
$208.44 - $233.81 $28,139 - $31,564
-135 Reduced 4.45%
2,898 $0
Q3 2022

Oct 25, 2022
SELL
$213.95 - $266.28 $24,176 - $30,089
-113 Reduced 3.59%
3,033 $649,000
Q2 2022

Jul 13, 2022
SELL
$214.97 - $293.87 $34,825 - $47,606
-162 Reduced 4.9%
3,146 $701,000
Q4 2021

Jan 24, 2022
SELL
$287.0 - $325.67 $71,750 - $81,417
-250 Reduced 7.03%
3,308 $1.06 Million
Q1 2021

Apr 28, 2021
SELL
$243.15 - $268.9 $125,465 - $138,752
-516 Reduced 12.67%
3,558 $915,000
Q3 2020

Nov 03, 2020
SELL
$204.41 - $245.48 $3,474 - $4,173
-17 Reduced 0.42%
4,074 $927,000
Q1 2020

Apr 28, 2020
SELL
$137.53 - $201.6 $156,921 - $230,025
-1,141 Reduced 21.81%
4,091 $641,000
Q4 2019

Jan 27, 2020
SELL
$161.84 - $183.14 $64,088 - $72,523
-396 Reduced 7.04%
5,232 $953,000
Q3 2019

Oct 15, 2019
BUY
$165.21 - $169.18 $152,158 - $155,814
921 Added 19.57%
5,628 $936,000
Q2 2019

Jul 12, 2019
SELL
N/A
-532 Reduced 10.15%
4,707 $769,000
Q1 2019

Apr 29, 2019
BUY
N/A
100 Added 1.95%
5,239 $819,000
Q4 2018

Jan 14, 2019
SELL
N/A
-93 Reduced 1.78%
5,139 $690,000
Q1 2018

Apr 25, 2018
SELL
N/A
-354 Reduced 6.34%
5,232 $742,000
Q3 2017

Nov 13, 2017
BUY
N/A
5,586
5,586 $742,000

Others Institutions Holding VUG

# of Institutions
2,674
Shares Held
262M
Call Options Held
203K
Put Options Held
275K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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