Orgel Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,485 shares of VIG stock, worth $816,942. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,485
Previous 3,946 13.66%
Holding current value
$816,942
Previous $718,000 13.65%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
N/A
539 Added 13.66%
4,485 $816,000
Q2 2025

Jul 10, 2025
BUY
N/A
1,808 Added 84.57%
3,946 $718,000
Q1 2025

Apr 15, 2025
BUY
N/A
117 Added 5.79%
2,138 $389,000
Q4 2024

Jan 15, 2025
BUY
N/A
654 Added 47.84%
2,021 $368,000
Q3 2024

Oct 17, 2024
BUY
$182.15 - $182.15 $39,162 - $39,162
215 Added 18.66%
1,367 $248,000
Q2 2024

Jul 22, 2024
SELL
$173.33 - $185.29 $71,065 - $75,968
-410 Reduced 26.25%
1,152 $210,000
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $673 - $731
4 Added 0.26%
1,562 $285,000
Q4 2023

Jan 11, 2024
BUY
$150.16 - $171.16 $233,949 - $266,667
1,558 New
1,558 $265,000
Q1 2021

Apr 28, 2021
SELL
N/A
-2,138 Closed
0 $0
Q4 2020

Feb 08, 2021
SELL
N/A
-504 Reduced 19.08%
2,138 $302,000
Q3 2020

Nov 03, 2020
SELL
N/A
-340 Reduced 11.4%
2,642 $340,000
Q2 2020

Jul 31, 2020
SELL
N/A
-1,722 Reduced 36.61%
2,982 $349,000
Q1 2020

Apr 28, 2020
BUY
N/A
1,762 Added 59.89%
4,704 $486,000
Q4 2019

Jan 27, 2020
BUY
N/A
245 Added 9.08%
2,942 $367,000
Q2 2019

Jul 12, 2019
BUY
N/A
96 Added 3.69%
2,697 $311,000
Q3 2018

Oct 11, 2018
SELL
N/A
-1,356 Reduced 34.27%
2,601 $288,000
Q2 2018

Jul 16, 2018
BUY
N/A
281 Added 7.64%
3,957 $402,000
Q1 2018

Apr 25, 2018
SELL
N/A
-157 Reduced 4.1%
3,676 $371,000
Q3 2017

Nov 13, 2017
SELL
N/A
-1,489 Reduced 27.98%
3,833 $363,000
Q2 2017

Aug 10, 2017
BUY
N/A
5,322
5,322 $493,000

Others Institutions Holding VIG

# of Institutions
2,585
Shares Held
257M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email