Orgel Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$190.36 - $240.41 $287,824 - $363,499	-1,512 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $4,397 - $5,067	-20 Reduced 1.31%	1,512 $360,000
Q4 2021 Jan 24, 2022	BUY	$236.98 - $261.2 $57,586 - $63,471	243 Added 18.85%	1,532 $390,000
Q3 2020 Nov 03, 2020	SELL	$164.39 - $185.0 $4,438 - $4,995	-27 Reduced 2.05%	1,289 $227,000
Q2 2020 Jul 31, 2020	BUY	$124.34 - $175.42 $163,631 - $230,852	1,316 New	1,316 $216,000
Q1 2020 Apr 28, 2020	SELL	$112.37 - $186.27 $131,248 - $217,563	-1,168 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$162.13 - $178.73 $189,367 - $208,756	1,168 New	1,168 $208,000
Q1 2018 Apr 25, 2018	SELL	N/A	-1,638 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	1,638	1,638 $254,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.89 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.25 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.83 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.16 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.95 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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