Orgel Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$40.38 - $48.66 $224,593 - $270,646	-5,562 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$44.13 - $51.72 $4,942 - $5,792	112 Added 2.06%	5,562 $267,000
Q4 2021 Jan 24, 2022	BUY	$49.38 - $52.95 $269,121 - $288,577	5,450 New	5,450 $278,000
Q3 2021 Oct 26, 2021	SELL	$50.07 - $53.43 $212,497 - $226,756	-4,244 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$49.75 - $53.3 $211,139 - $226,205	4,244 New	4,244 $219,000
Q3 2020 Nov 03, 2020	SELL	$38.92 - $42.44 $210,090 - $229,091	-5,398 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$31.83 - $40.85 $456,155 - $585,421	-14,331 Reduced 72.64%	5,398 $209,000
Q1 2020 Apr 28, 2020	SELL	$28.78 - $44.66 $81,044 - $125,762	-2,816 Reduced 12.49%	19,729 $658,000
Q4 2019 Jan 27, 2020	BUY	$39.9 - $44.4 $39,022 - $43,423	978 Added 4.53%	22,545 $993,000
Q3 2019 Oct 15, 2019	BUY	$38.87 - $42.25 $17,919 - $19,477	461 Added 2.18%	21,567 $886,000
Q2 2019 Jul 12, 2019	BUY	$39.84 - $42.1 $50,636 - $53,509	1,271 Added 6.41%	21,106 $880,000
Q1 2019 Apr 29, 2019	BUY	$36.75 - $41.54 $2,131 - $2,409	58 Added 0.29%	19,835 $811,000
Q4 2018 Jan 14, 2019	BUY	$35.84 - $43.38 $536,919 - $649,875	14,981 Added 312.36%	19,777 $734,000
Q3 2018 Oct 11, 2018	SELL	$41.81 - $43.94 $40,764 - $42,841	-975 Reduced 16.89%	4,796 $208,000
Q2 2018 Jul 16, 2018	BUY	$42.43 - $45.59 $21,384 - $22,977	504 Added 9.57%	5,771 $248,000
Q1 2018 Apr 25, 2018	SELL	$43.31 - $47.88 $283,420 - $313,326	-6,544 Reduced 55.41%	5,267 $233,000
Q4 2017 Feb 09, 2018	BUY	$43.36 - $44.94 $512,124 - $530,786	11,811	11,811 $530,000

Others Institutions Holding VEA

# of Institutions

2,384

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

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