Orgel Wealth Management, LLC Vanguard Growth ETF Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,922 shares of VUG stock, worth $814,389. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,922

Previous 1,942 1.03%

Holding current value

$814,389

Previous $726,000 1.52%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$341.08 - $391.94 $6,821 - $7,838	-20 Reduced 1.03%	1,922 $737,000
Q2 2024 Jul 22, 2024	BUY	$322.46 - $377.11 $1,289 - $1,508	4 Added 0.21%	1,942 $726,000
Q1 2024 Apr 15, 2024	SELL	$301.05 - $346.61 $18,665 - $21,489	-62 Reduced 3.1%	1,938 $667,000
Q4 2023 Jan 11, 2024	SELL	$261.54 - $312.16 $2,092 - $2,497	-8 Reduced 0.4%	2,000 $621,000
Q3 2023 Oct 26, 2023	SELL	$269.56 - $293.5 $25,338 - $27,589	-94 Reduced 4.47%	2,008 $546,000
Q2 2023 Jul 10, 2023	SELL	$243.06 - $282.96 $52,987 - $61,685	-218 Reduced 9.4%	2,102 $594,000
Q1 2023 Apr 06, 2023	SELL	$209.25 - $249.44 $120,946 - $144,176	-578 Reduced 19.94%	2,320 $578,000
Q4 2022 Jan 17, 2023	SELL	$208.44 - $233.81 $28,139 - $31,564	-135 Reduced 4.45%	2,898 $0
Q3 2022 Oct 25, 2022	SELL	$213.95 - $266.28 $24,176 - $30,089	-113 Reduced 3.59%	3,033 $649,000
Q2 2022 Jul 13, 2022	SELL	$214.97 - $293.87 $34,825 - $47,606	-162 Reduced 4.9%	3,146 $701,000
Q4 2021 Jan 24, 2022	SELL	$287.0 - $325.67 $71,750 - $81,417	-250 Reduced 7.03%	3,308 $1.06 Million
Q1 2021 Apr 28, 2021	SELL	$243.15 - $268.9 $125,465 - $138,752	-516 Reduced 12.67%	3,558 $915,000
Q3 2020 Nov 03, 2020	SELL	$204.41 - $245.48 $3,474 - $4,173	-17 Reduced 0.42%	4,074 $927,000
Q1 2020 Apr 28, 2020	SELL	$137.53 - $201.6 $156,921 - $230,025	-1,141 Reduced 21.81%	4,091 $641,000
Q4 2019 Jan 27, 2020	SELL	$161.84 - $183.14 $64,088 - $72,523	-396 Reduced 7.04%	5,232 $953,000
Q3 2019 Oct 15, 2019	BUY	$165.21 - $169.18 $152,158 - $155,814	921 Added 19.57%	5,628 $936,000
Q2 2019 Jul 12, 2019	SELL	N/A	-532 Reduced 10.15%	4,707 $769,000
Q1 2019 Apr 29, 2019	BUY	N/A	100 Added 1.95%	5,239 $819,000
Q4 2018 Jan 14, 2019	SELL	N/A	-93 Reduced 1.78%	5,139 $690,000
Q1 2018 Apr 25, 2018	SELL	N/A	-354 Reduced 6.34%	5,232 $742,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,586	5,586 $742,000

Others Institutions Holding VUG

# of Institutions

2,372

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Vanguard Growth ETF Transaction History