Orgel Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 44,201 shares of VB stock, worth $11.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
44,201
Previous 48,147 8.2%
Holding current value
$11.5 Million
Previous $10.5 Million 0.12%
% of portfolio
0.27%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$214.77 - $237.72 $847,482 - $938,043
-3,946 Reduced 8.2%
44,201 $10.5 Million
Q2 2024

Jul 22, 2024
SELL
$210.76 - $226.94 $382,318 - $411,669
-1,814 Reduced 3.63%
48,147 $10.5 Million
Q1 2024

Apr 15, 2024
SELL
$204.0 - $228.59 $1.21 Million - $1.36 Million
-5,933 Reduced 10.61%
49,961 $11.4 Million
Q4 2023

Jan 11, 2024
BUY
$175.26 - $215.9 $1.99 Million - $2.45 Million
11,337 Added 25.44%
55,894 $11.9 Million
Q3 2023

Oct 26, 2023
BUY
$186.24 - $208.75 $1.24 Million - $1.39 Million
6,680 Added 17.64%
44,557 $8.42 Million
Q2 2023

Jul 10, 2023
SELL
$181.26 - $198.89 $1.8 Million - $1.97 Million
-9,920 Reduced 20.75%
37,877 $7.53 Million
Q1 2023

Apr 06, 2023
SELL
$179.51 - $208.76 $367,277 - $427,122
-2,046 Reduced 4.1%
47,797 $9.06 Million
Q4 2022

Jan 17, 2023
BUY
$172.82 - $196.57 $20,738 - $23,588
120 Added 0.24%
49,843 $0
Q3 2022

Oct 25, 2022
SELL
$170.45 - $206.62 $188 Million - $228 Million
-1,102,253 Reduced 95.68%
49,723 $8.5 Million
Q2 2022

Jul 13, 2022
BUY
$170.7 - $214.67 $197 Million - $247 Million
1,151,976 New
1,151,976 $203 Million

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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