Orgel Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Orgel Wealth Management, LLC

$3.52 Billion
Q1 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 582,341 shares of VOE stock, worth $89.6 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

582,341

Previous 396,931 46.71%

Holding current value

$89.6 Million

Previous $57.6 Million 57.74%

% of portfolio

2.58%

Previous 1.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$141.07 - $155.91 $26.2 Million - $28.9 Million	185,410 Added 46.71%	582,341 $90.8 Million
Q4 2023 Jan 11, 2024	BUY	$124.27 - $145.8 $6.23 Million - $7.31 Million	50,103 Added 14.45%	396,931 $57.6 Million
Q3 2023 Oct 26, 2023	BUY	$130.77 - $144.24 $1.22 Million - $1.35 Million	9,331 Added 2.76%	346,828 $45.4 Million
Q2 2023 Jul 10, 2023	BUY	$127.92 - $138.38 $3.61 Million - $3.9 Million	28,186 Added 9.11%	337,497 $46.7 Million
Q1 2023 Apr 06, 2023	SELL	$126.74 - $147.12 $2.55 Million - $2.96 Million	-20,143 Reduced 6.11%	309,311 $41.5 Million

Q4 2022 Jan 17, 2023	BUY	$132.21 - $142.75 $2.54 Million - $2.74 Million	19,178 Added 6.18%	329,454 $0
Q3 2022 Oct 25, 2022	BUY	N/A	87,311 Added 39.16%	310,276 $37.8 Million
Q2 2022 Jul 13, 2022	BUY	N/A	83,664 Added 60.06%	222,965 $28.9 Million
Q1 2022 May 10, 2022	BUY	N/A	50,992 Added 57.74%	139,301 $20.8 Million
Q4 2021 Jan 24, 2022	BUY	N/A	49,926 Added 130.07%	88,309 $13.3 Million
Q3 2021 Oct 26, 2021	BUY	N/A	17,084 Added 80.21%	38,383 $5.36 Million
Q2 2021 Jul 23, 2021	BUY	N/A	21,299 New	21,299 $2.99 Million

Others Institutions Holding VOE

# of Institutions

1,025

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Orgel Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History