Orgel Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 14,264 shares of VYM stock, worth $1.83 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,264
Previous 15,505 8.0%
Holding current value
$1.83 Million
Previous $1.98 Million 8.04%
% of portfolio
0.05%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$126.11 - $135.06 $156,502 - $167,609
-1,241 Reduced 8.0%
14,264 $1.82 Million
Q4 2024

Jan 15, 2025
BUY
$126.68 - $134.74 $17,481 - $18,594
138 Added 0.9%
15,505 $1.98 Million
Q3 2024

Oct 17, 2024
BUY
$117.9 - $128.2 $29,710 - $32,306
252 Added 1.67%
15,367 $1.97 Million
Q2 2024

Jul 22, 2024
BUY
$114.71 - $121.51 $105,189 - $111,424
917 Added 6.46%
15,115 $1.79 Million
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $3,079 - $3,387
28 Added 0.2%
14,198 $1.72 Million
Q4 2023

Jan 11, 2024
BUY
$98.71 - $111.84 $215,878 - $244,594
2,187 Added 18.25%
14,170 $1.58 Million
Q3 2023

Oct 26, 2023
BUY
$103.32 - $110.34 $271,111 - $289,532
2,624 Added 28.04%
11,983 $1.24 Million
Q2 2023

Jul 10, 2023
SELL
$101.36 - $107.68 $5.08 Million - $5.4 Million
-50,162 Reduced 84.28%
9,359 $992,000
Q1 2023

Apr 06, 2023
BUY
$100.82 - $111.44 $4.96 Million - $5.48 Million
49,216 Added 477.59%
59,521 $6.28 Million
Q4 2022

Jan 17, 2023
BUY
$96.14 - $113.15 $147,478 - $173,572
1,534 Added 17.49%
10,305 $0
Q3 2022

Oct 25, 2022
BUY
$94.88 - $110.28 $584,840 - $679,765
6,164 Added 236.44%
8,771 $832,000
Q1 2022

May 10, 2022
SELL
$107.24 - $115.01 $28,204 - $30,247
-263 Reduced 9.16%
2,607 $293,000
Q4 2021

Jan 24, 2022
BUY
$104.33 - $112.16 $15,545 - $16,711
149 Added 5.48%
2,870 $322,000
Q1 2021

Apr 28, 2021
SELL
$90.4 - $101.83 $13,921 - $15,681
-154 Reduced 5.36%
2,721 $275,000
Q2 2020

Jul 31, 2020
SELL
$67.79 - $86.78 $2,576 - $3,297
-38 Reduced 1.3%
2,875 $226,000
Q1 2020

Apr 28, 2020
BUY
$60.97 - $94.78 $8,169 - $12,700
134 Added 4.82%
2,913 $206,000
Q4 2019

Jan 27, 2020
SELL
$85.84 - $94.47 $13,219 - $14,548
-154 Reduced 5.25%
2,779 $260,000
Q3 2019

Oct 15, 2019
SELL
$88.2 - $89.75 $31,046 - $31,592
-352 Reduced 10.72%
2,933 $260,000
Q2 2019

Jul 12, 2019
BUY
N/A
202 Added 6.55%
3,285 $287,000
Q1 2019

Apr 29, 2019
BUY
N/A
3,083 New
3,083 $264,000
Q3 2018

Oct 11, 2018
SELL
N/A
-3,053 Closed
0 $0
Q1 2018

Apr 25, 2018
SELL
N/A
-230 Reduced 7.01%
3,053 $252,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,283
3,283 $257,000

Others Institutions Holding VYM

# of Institutions
1,999
Shares Held
186M
Call Options Held
2.03M
Put Options Held
206K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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