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 $443 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
$443 Million
Previous $431 Million
2.57%
% of portfolio
12.2%
Previous 11.67%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,003Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY5.26MShares$309 Million0.05% of portfolio