Orgel Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Orgel Wealth Management, LLC

  • $3.52 Billion
  • Q1 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 88,069 shares of VSGX stock, worth $5.12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
88,069
Previous 90,272 2.44%
Holding current value
$5.12 Million
Previous $4.99 Million 1.42%
% of portfolio
0.14%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$53.19 - $57.84 $117,177 - $127,421
-2,203 Reduced 2.44%
88,069 $5.06 Million
Q4 2023

Jan 11, 2024
BUY
$48.05 - $55.28 $237,463 - $273,193
4,942 Added 5.79%
90,272 $4.99 Million
Q3 2023

Oct 26, 2023
BUY
$50.23 - $55.2 $121,456 - $133,473
2,418 Added 2.92%
85,330 $4.3 Million
Q2 2023

Jul 10, 2023
SELL
$51.68 - $54.7 $258,606 - $273,718
-5,004 Reduced 5.69%
82,912 $4.4 Million
Q1 2023

Apr 06, 2023
SELL
$49.49 - $54.07 $2.23 Million - $2.44 Million
-45,045 Reduced 33.88%
87,916 $4.6 Million
Q4 2022

Jan 17, 2023
SELL
$44.64 - $51.11 $5.68 Million - $6.5 Million
-127,173 Reduced 48.89%
132,961 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-685 Reduced 0.26%
260,134 $11.3 Million
Q2 2022

Jul 13, 2022
BUY
N/A
309 Added 0.12%
260,819 $12.8 Million
Q1 2022

May 10, 2022
BUY
N/A
32,293 Added 14.15%
260,510 $14.9 Million
Q4 2021

Jan 24, 2022
BUY
N/A
15,161 Added 7.12%
228,217 $14.2 Million
Q3 2021

Oct 26, 2021
BUY
N/A
3,985 Added 1.91%
213,056 $13.2 Million
Q2 2021

Jul 23, 2021
BUY
N/A
8,286 Added 4.13%
209,071 $13.4 Million
Q1 2021

Apr 28, 2021
BUY
N/A
240 Added 0.12%
200,785 $12.3 Million
Q4 2020

Feb 08, 2021
BUY
N/A
1,776 Added 0.89%
200,545 $11.9 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-5,180 Reduced 2.54%
198,769 $10.3 Million
Q2 2020

Jul 31, 2020
BUY
N/A
110,585 Added 118.45%
203,949 $9.81 Million
Q1 2020

Apr 28, 2020
BUY
N/A
13,515 Added 16.93%
93,364 $3.84 Million
Q4 2019

Jan 27, 2020
BUY
N/A
1,307 Added 1.66%
79,849 $4.27 Million
Q3 2019

Oct 15, 2019
BUY
N/A
78,542 New
78,542 $3.87 Million

Others Institutions Holding VSGX

# of Institutions
329
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

VSGX Quotes by TradingView
  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email