Orgel Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,187,480 shares of VIOO stock, worth $110 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
1,187,480
Previous 1,629,934 27.15%
Holding current value
$110 Million
Previous $173 Million 34.04%
% of portfolio
3.15%
Previous 4.68%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$94.32 - $110.46 $41.7 Million - $48.9 Million
-442,454 Reduced 27.15%
1,187,480 $114 Million
Q4 2024

Jan 15, 2025
BUY
$105.45 - $117.99 $1.84 Million - $2.05 Million
17,413 Added 1.08%
1,629,934 $173 Million
Q3 2024

Oct 17, 2024
SELL
$97.19 - $109.09 $27.3 Million - $30.7 Million
-281,255 Reduced 14.85%
1,612,521 $174 Million
Q2 2024

Jul 22, 2024
BUY
$93.69 - $101.79 $2.56 Million - $2.78 Million
27,325 Added 1.46%
1,893,776 $186 Million
Q1 2024

Apr 15, 2024
SELL
$93.69 - $101.5 $4.5 Million - $4.88 Million
-48,031 Reduced 2.51%
1,866,451 $189 Million
Q4 2023

Jan 11, 2024
BUY
$81.22 - $100.75 $2.88 Million - $3.57 Million
35,402 Added 1.88%
1,914,482 $190 Million
Q3 2023

Oct 26, 2023
BUY
$86.02 - $96.92 $44 Million - $49.6 Million
511,600 Added 37.41%
1,879,080 $164 Million
Q2 2023

Jul 10, 2023
SELL
$83.72 - $92.04 $117 Million - $129 Million
-1,400,125 Reduced 50.59%
1,367,480 $126 Million
Q1 2023

Apr 06, 2023
BUY
$84.73 - $197.41 $121 Million - $282 Million
1,428,034 Added 106.6%
2,767,605 $246 Million
Q4 2022

Jan 17, 2023
BUY
$82.54 - $189.04 $4.69 Million - $10.7 Million
56,780 Added 4.43%
1,339,571 $0
Q3 2022

Oct 25, 2022
BUY
$80.61 - $98.13 $100 Million - $122 Million
1,244,094 Added 3214.96%
1,282,791 $207 Million
Q2 2022

Jul 13, 2022
SELL
$82.0 - $100.06 $85.5 Million - $104 Million
-1,042,803 Reduced 96.42%
38,697 $6.58 Million
Q1 2022

May 10, 2022
BUY
$93.89 - $106.99 $54.1 Million - $61.7 Million
576,467 Added 114.14%
1,081,500 $214 Million
Q4 2021

Jan 24, 2022
BUY
$100.24 - $111.01 $47 Million - $52 Million
468,383 Added 1277.99%
505,033 $106 Million
Q3 2021

Oct 26, 2021
BUY
$96.01 - $104.32 $229,847 - $249,742
2,394 Added 6.99%
36,650 $7.39 Million
Q2 2021

Jul 23, 2021
BUY
$97.42 - $106.53 $172,335 - $188,451
1,769 Added 5.45%
34,256 $7.11 Million
Q1 2021

Apr 28, 2021
BUY
$83.07 - $105.02 $601,094 - $759,924
7,236 Added 28.66%
32,487 $6.46 Million
Q4 2020

Feb 08, 2021
BUY
$65.54 - $84.65 $259,931 - $335,721
3,966 Added 18.63%
25,251 $4.24 Million
Q3 2020

Nov 03, 2020
BUY
$60.22 - $69.65 $30,712 - $35,521
510 Added 2.45%
21,285 $2.75 Million
Q2 2020

Jul 31, 2020
SELL
$46.6 - $68.97 $2.13 Million - $3.15 Million
-45,648 Reduced 68.72%
20,775 $2.6 Million
Q1 2020

Apr 28, 2020
BUY
$44.79 - $77.71 $1.52 Million - $2.63 Million
33,882 Added 104.12%
66,423 $6.81 Million
Q4 2019

Jan 27, 2020
BUY
$68.75 - $76.32 $756,662 - $839,977
11,006 Added 51.11%
32,541 $4.95 Million
Q3 2019

Dec 06, 2019
BUY
$70.95 - $73.67 $10,713 - $11,124
151 Added 0.71%
21,535 $3.07 Million
Q3 2019

Oct 15, 2019
BUY
$70.95 - $73.67 $45,833 - $47,590
646 Added 3.12%
21,384 $3.05 Million
Q2 2019

Jan 28, 2020
BUY
N/A
122 Added 0.59%
20,738 $2.96 Million
Q2 2019

Jul 12, 2019
BUY
N/A
1,230 Added 6.34%
20,616 $2.95 Million
Q1 2019

Jan 28, 2020
BUY
N/A
30 Added 0.15%
19,386 $2.72 Million
Q1 2019

Apr 29, 2019
BUY
N/A
1,447 Added 8.08%
19,356 $2.72 Million
Q4 2018

Jan 14, 2019
BUY
N/A
8,403 Added 88.4%
17,909 $2.25 Million
Q3 2018

Oct 11, 2018
BUY
N/A
785 Added 9.0%
9,506 $1.52 Million
Q2 2018

Jul 16, 2018
BUY
N/A
1,030 Added 13.39%
8,721 $1.33 Million
Q1 2018

Apr 25, 2018
BUY
N/A
2,244 Added 41.2%
7,691 $1.08 Million
Q4 2017

Feb 09, 2018
BUY
N/A
5,447
5,447 $759,000

Others Institutions Holding VIOO

# of Institutions
363
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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