Orgel Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

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 45,518 shares of VB stock, worth $10.4 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

45,518

Previous 44,380 2.56%

Holding current value

$10.4 Million

Previous $10.7 Million 5.39%

% of portfolio

0.28%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$217.89 - $252.64 $247,958 - $287,504	1,138 Added 2.56%	45,518 $10.1 Million
Q4 2024 Jan 15, 2025	BUY	$233.76 - $261.58 $41,843 - $46,822	179 Added 0.4%	44,380 $10.7 Million
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

2,366

Shares Held

166M

Call Options Held

78.1K

Put Options Held

29.4K

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Vanguard Small Cap ETF Transaction History