Orgel Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 205,692 shares of ESGV stock, worth $21.2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
205,692
Previous 209,868
1.99%
Holding current value
$21.2 Million
Previous $20.3 Million
3.11%
% of portfolio
0.54%
Previous 0.57%
Shares
21 transactions
Others Institutions Holding ESGV
# of Institutions
521Shares Held
30.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$695 Million0.01% of portfolio
-
Visa Foundation1.72MShares$178 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$127 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$112 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$86 Million0.01% of portfolio