Orgel Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

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 1,367 shares of VIG stock, worth $248,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,152 18.66%
Holding current value
$248,999
Previous $210,000 18.1%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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