Orgel Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 695,908 shares of VOE stock, worth $113 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

695,908

Previous 660,106 5.42%

Holding current value

$113 Million

Previous $111 Million 1.71%

% of portfolio

3.05%

Previous 2.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$160.89 - $176.18 $5.76 Million - $6.31 Million	35,802 Added 5.42%	695,908 $113 Million
Q3 2024 Oct 17, 2024	BUY	$149.02 - $167.67 $3.67 Million - $4.12 Million	24,595 Added 3.87%	660,106 $111 Million
Q2 2024 Jul 22, 2024	BUY	$146.82 - $155.77 $7.81 Million - $8.28 Million	53,170 Added 9.13%	635,511 $95.6 Million
Q1 2024 Apr 15, 2024	BUY	$141.07 - $155.91 $26.2 Million - $28.9 Million	185,410 Added 46.71%	582,341 $90.8 Million
Q4 2023 Jan 11, 2024	BUY	$124.27 - $145.8 $6.23 Million - $7.31 Million	50,103 Added 14.45%	396,931 $57.6 Million
Q3 2023 Oct 26, 2023	BUY	$130.77 - $144.24 $1.22 Million - $1.35 Million	9,331 Added 2.76%	346,828 $45.4 Million
Q2 2023 Jul 10, 2023	BUY	$127.92 - $138.38 $3.61 Million - $3.9 Million	28,186 Added 9.11%	337,497 $46.7 Million
Q1 2023 Apr 06, 2023	SELL	$126.74 - $147.12 $2.55 Million - $2.96 Million	-20,143 Reduced 6.11%	309,311 $41.5 Million
Q4 2022 Jan 17, 2023	BUY	$122.51 - $142.75 $2.35 Million - $2.74 Million	19,178 Added 6.18%	329,454 $0
Q3 2022 Oct 25, 2022	BUY	$121.77 - $145.8 $10.6 Million - $12.7 Million	87,311 Added 39.16%	310,276 $37.8 Million
Q2 2022 Jul 13, 2022	BUY	$126.2 - $153.17 $10.6 Million - $12.8 Million	83,664 Added 60.06%	222,965 $28.9 Million
Q1 2022 May 10, 2022	BUY	$140.72 - $152.6 $7.18 Million - $7.78 Million	50,992 Added 57.74%	139,301 $20.8 Million
Q4 2021 Jan 24, 2022	BUY	$140.47 - $150.69 $7.01 Million - $7.52 Million	49,926 Added 130.07%	88,309 $13.3 Million
Q3 2021 Oct 26, 2021	BUY	$135.17 - $146.62 $2.31 Million - $2.5 Million	17,084 Added 80.21%	38,383 $5.36 Million
Q2 2021 Jul 23, 2021	BUY	$136.19 - $145.71 $2.9 Million - $3.1 Million	21,299 New	21,299 $2.99 Million

Others Institutions Holding VOE

# of Institutions

1,158

Shares Held

70.8M

Call Options Held

31K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Orgel Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History