Orgel Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Orgel Wealth Management, LLC
- $3.62 Billion
- Q1 2025
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 137,812 shares of ESGV stock, worth $14.4 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
137,812
Previous 204,775
32.7%
Holding current value
$14.4 Million
Previous $21.5 Million
37.43%
% of portfolio
0.37%
Previous 0.58%
Shares
23 transactions
Others Institutions Holding ESGV
# of Institutions
631Shares Held
30.6MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$335 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$175 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$157 Million0.42% of portfolio
-
Visa Foundation1.36MShares$141 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$131 Million0.12% of portfolio