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

Orgel Wealth Management, LLC

$3.52 Billion
Q1 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 4,218,247 shares of BND stock, worth $302 Million. This represents 8.7% of its overall portfolio holdings.

Number of Shares

4,218,247

Previous 4,882,361 13.6%

Holding current value

$302 Million

Previous $359 Million 14.68%

% of portfolio

8.7%

Previous 10.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$69.75 - $73.88 $30.6 Million - $32.4 Million	438,587 Added 13.76%	3,625,075 $0
Q3 2022 Oct 25, 2022	SELL	N/A	-1,639,099 Reduced 33.97%	3,186,488 $227 Million
Q2 2022 Jul 13, 2022	BUY	N/A	921,744 Added 23.61%	4,825,587 $363 Million
Q1 2022 May 10, 2022	BUY	N/A	3,903,843 New	3,903,843 $311 Million

Others Institutions Holding BND

# of Institutions

1,487

Shares Held

872M

Call Options Held

56.3K

Put Options Held

27.8K

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About VANGUARD BD INDEX FD INC TOTAL

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