Orgel Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
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 127,969 shares of ESGV stock, worth $14.1 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
127,969
Previous 137,812
7.14%
Holding current value
$14.1 Million
Previous $13.4 Million
4.41%
% of portfolio
0.36%
Previous 0.37%
Shares
24 transactions
Others Institutions Holding ESGV
# of Institutions
635Shares Held
30.7MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$353 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$184 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$165 Million0.42% of portfolio
-
Visa Foundation1.36MShares$149 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$138 Million0.12% of portfolio