Orgel Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Orgel Wealth Management, LLC
- $3.52 Billion
- Q1 2024
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 417,375 shares of VOT stock, worth $95.9 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
417,375
Previous 352,974
18.25%
Holding current value
$95.9 Million
Previous $77.5 Million
26.98%
% of portfolio
2.79%
Previous 2.29%
Shares
29 transactions
Others Institutions Holding VOT
# of Institutions
911Shares Held
32.6MCall Options Held
33.1KPut Options Held
4K-
Morgan Stanley New York, NY2.34MShares$538 Million0.04% of portfolio
-
Assetmark, Inc1.98MShares$456 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$414 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.48MShares$341 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$286 Million0.07% of portfolio