Orgel Wealth Management, LLC Vanguard Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 7,535,912 shares of VGSH stock, worth $442 Million. This represents 12.2% of its overall portfolio holdings.

Number of Shares

7,535,912

Previous 7,410,127 1.7%

Holding current value

$442 Million

Previous $431 Million 2.57%

% of portfolio

12.2%

Previous 11.67%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$58.07 - $58.69 $7.3 Million - $7.38 Million	125,785 Added 1.7%	7,535,912 $442 Million
Q4 2024 Jan 15, 2025	BUY	$58.02 - $58.88 $13.9 Million - $14.1 Million	238,717 Added 3.33%	7,410,127 $431 Million
Q3 2024 Oct 17, 2024	BUY	$57.74 - $59.13 $19 Million - $19.4 Million	328,266 Added 4.8%	7,171,410 $423 Million
Q2 2024 Jul 22, 2024	BUY	$57.55 - $58.0 $1.71 Million - $1.72 Million	29,639 Added 0.44%	6,843,144 $397 Million
Q1 2024 Apr 15, 2024	BUY	$57.88 - $58.54 $22.3 Million - $22.6 Million	385,608 Added 6.0%	6,813,505 $396 Million
Q4 2023 Jan 11, 2024	BUY	$57.34 - $58.41 $1.19 Million - $1.21 Million	20,759 Added 0.32%	6,427,897 $375 Million
Q3 2023 Oct 26, 2023	SELL	$57.47 - $57.91 $5.27 Million - $5.31 Million	-91,627 Reduced 1.41%	6,407,138 $369 Million
Q2 2023 Jul 10, 2023	BUY	$57.72 - $58.69 $1.71 Million - $1.74 Million	29,630 Added 0.46%	6,498,765 $375 Million
Q1 2023 Apr 06, 2023	BUY	$57.32 - $58.77 $75.7 Million - $77.6 Million	1,319,804 Added 25.63%	6,469,135 $379 Million
Q4 2022 Jan 17, 2023	BUY	$57.38 - $58.13 $50.6 Million - $51.2 Million	881,447 Added 20.65%	5,149,331 $0
Q3 2022 Oct 25, 2022	BUY	$57.67 - $59.08 $246 Million - $252 Million	4,267,884 New	4,267,884 $247 Million
Q4 2020 Feb 08, 2021	SELL	$61.6 - $62.06 $350,196 - $352,811	-5,685 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$62.07 - $62.21 $248 - $248	-4 Reduced 0.07%	5,685 $353,000
Q2 2020 Jul 31, 2020	SELL	$62.08 - $62.28 $69,591 - $69,815	-1,121 Reduced 16.46%	5,689 $354,000
Q1 2020 Apr 28, 2020	BUY	$60.83 - $62.34 $90,089 - $92,325	1,481 Added 27.79%	6,810 $425,000
Q4 2019 Jan 27, 2020	BUY	$60.69 - $61.1 $2,670 - $2,688	44 Added 0.83%	5,329 $324,000
Q3 2019 Dec 06, 2019	BUY	$60.71 - $60.94 $320,852 - $322,067	5,285 New	5,285 $322,000
Q2 2019 Jul 12, 2019	SELL	N/A	-6,212 Closed	0 $0
Q1 2019 Jan 28, 2020	BUY	N/A	6,212 New	6,212 $375,000

Others Institutions Holding VGSH

# of Institutions

1,026

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

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Ticker VGSH
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Orgel Wealth Management, LLC Vanguard Transaction History