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

Orgel Wealth Management, LLC

$3.85 Billion
Q3 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 660,106 shares of VOE stock, worth $107 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

660,106

Previous 635,511 3.87%

Holding current value

$107 Million

Previous $95.6 Million 15.77%

% of portfolio

2.87%

Previous 2.67%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

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.

Account

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