Orgel Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,249,533 shares of BND stock, worth $234 Million. This represents 6.32% of its overall portfolio holdings.

Number of Shares

3,249,533

Previous 4,243,079 23.42%

Holding current value

$234 Million

Previous $319 Million 26.68%

% of portfolio

6.32%

Previous 8.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$71.75 - $75.11 $71.3 Million - $74.6 Million	-993,546 Reduced 23.42%	3,249,533 $234 Million
Q3 2024 Oct 17, 2024	BUY	$71.45 - $75.64 $6.33 Million - $6.7 Million	88,599 Added 2.13%	4,243,079 $319 Million
Q2 2024 Jul 22, 2024	SELL	$70.55 - $72.66 $4.5 Million - $4.63 Million	-63,767 Reduced 1.51%	4,154,480 $299 Million
Q1 2024 Apr 15, 2024	SELL	$71.76 - $73.66 $47.7 Million - $48.9 Million	-664,114 Reduced 13.6%	4,218,247 $306 Million
Q4 2023 Jan 11, 2024	BUY	$68.04 - $73.9 $2.67 Million - $2.9 Million	39,292 Added 0.81%	4,882,361 $359 Million
Q3 2023 Oct 26, 2023	BUY	$69.63 - $72.91 $5.28 Million - $5.52 Million	75,760 Added 1.59%	4,843,069 $338 Million
Q2 2023 Jul 10, 2023	BUY	$72.23 - $74.46 $71.3 Million - $73.5 Million	987,085 Added 26.11%	4,767,309 $347 Million
Q1 2023 Apr 06, 2023	BUY	$71.33 - $74.57 $11.1 Million - $11.6 Million	155,149 Added 4.28%	3,780,224 $279 Million
Q4 2022 Jan 17, 2023	BUY	$69.38 - $73.88 $30.4 Million - $32.4 Million	438,587 Added 13.76%	3,625,075 $0
Q3 2022 Oct 25, 2022	SELL	$70.77 - $77.08 $116 Million - $126 Million	-1,639,099 Reduced 33.97%	3,186,488 $227 Million
Q2 2022 Jul 13, 2022	BUY	$73.3 - $79.23 $67.6 Million - $73 Million	921,744 Added 23.61%	4,825,587 $363 Million
Q1 2022 May 10, 2022	BUY	$78.72 - $84.18 $307 Million - $329 Million	3,903,843 New	3,903,843 $311 Million

Others Institutions Holding BND

# of Institutions

1,577

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Account

Orgel Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History