Orgel Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 223,792 shares of VOT stock, worth $58.2 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

223,792

Previous 448,959 50.15%

Holding current value

$58.2 Million

Previous $103 Million 47.13%

% of portfolio

1.41%

Previous 2.88%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$218.05 - $243.47 $49.1 Million - $54.8 Million	-225,167 Reduced 50.15%	223,792 $54.5 Million
Q2 2024 Jul 22, 2024	BUY	$218.75 - $234.97 $6.91 Million - $7.42 Million	31,584 Added 7.57%	448,959 $103 Million
Q1 2024 Apr 15, 2024	BUY	$212.21 - $235.79 $13.7 Million - $15.2 Million	64,401 Added 18.25%	417,375 $98.4 Million
Q4 2023 Jan 11, 2024	BUY	$180.9 - $221.2 $8.27 Million - $10.1 Million	45,736 Added 14.89%	352,974 $77.5 Million
Q3 2023 Oct 26, 2023	BUY	$191.65 - $213.93 $1.07 Million - $1.2 Million	5,606 Added 1.86%	307,238 $59.8 Million
Q2 2023 Jul 10, 2023	BUY	$186.22 - $205.77 $2.66 Million - $2.94 Million	14,264 Added 4.96%	301,632 $62.1 Million
Q1 2023 Apr 06, 2023	BUY	$177.43 - $203.61 $1.96 Million - $2.25 Million	11,068 Added 4.01%	287,368 $56 Million
Q4 2022 Jan 17, 2023	BUY	$165.84 - $193.83 $2.3 Million - $2.69 Million	13,858 Added 5.28%	276,300 $0
Q3 2022 Oct 25, 2022	BUY	$170.12 - $208.72 $15.6 Million - $19.2 Million	91,790 Added 53.79%	262,442 $44.8 Million
Q2 2022 Jul 13, 2022	BUY	$167.96 - $227.2 $1.09 Million - $1.48 Million	6,502 Added 3.96%	170,652 $29.9 Million
Q1 2022 May 10, 2022	BUY	$199.76 - $251.37 $9.32 Million - $11.7 Million	46,677 Added 39.73%	164,150 $36.6 Million
Q4 2021 Jan 24, 2022	BUY	$234.3 - $265.79 $4.82 Million - $5.47 Million	20,569 Added 21.23%	117,473 $29.9 Million
Q3 2021 Oct 26, 2021	BUY	$230.42 - $251.05 $480,886 - $523,941	2,087 Added 2.2%	96,904 $22.9 Million
Q2 2021 Jul 23, 2021	BUY	$210.91 - $237.31 $1.13 Million - $1.27 Million	5,356 Added 5.99%	94,817 $22.4 Million
Q1 2021 Apr 28, 2021	BUY	$204.75 - $230.34 $856,264 - $963,281	4,182 Added 4.9%	89,461 $19.2 Million
Q4 2020 Feb 08, 2021	BUY	$178.76 - $215.29 $2.54 Million - $3.06 Million	14,194 Added 19.97%	85,279 $18.1 Million
Q3 2020 Nov 03, 2020	BUY	$166.29 - $188.98 $622,589 - $707,541	3,744 Added 5.56%	71,085 $12.8 Million
Q2 2020 Jul 31, 2020	BUY	$120.77 - $169.89 $1.56 Million - $2.19 Million	12,898 Added 23.69%	67,341 $11.1 Million
Q1 2020 Apr 28, 2020	BUY	$108.51 - $170.49 $2.48 Million - $3.9 Million	22,853 Added 72.34%	54,443 $6.9 Million
Q4 2019 Jan 27, 2020	BUY	$144.1 - $159.03 $1.43 Million - $1.58 Million	9,919 Added 45.77%	31,590 $5.02 Million
Q3 2019 Dec 06, 2019	BUY	$147.12 - $150.91 $19,861 - $20,372	135 Added 0.63%	21,671 $3.21 Million
Q3 2019 Oct 15, 2019	BUY	$147.12 - $150.91 $112,693 - $115,597	766 Added 3.69%	21,536 $3.19 Million
Q2 2019 Jan 28, 2020	BUY	N/A	110 Added 0.53%	20,770 $3.1 Million
Q2 2019 Jul 12, 2019	BUY	N/A	766 Added 3.85%	20,660 $3.09 Million
Q1 2019 Jan 28, 2020	BUY	N/A	28 Added 0.14%	19,894 $2.84 Million
Q1 2019 Apr 29, 2019	BUY	N/A	1,687 Added 9.28%	19,866 $2.84 Million
Q4 2018 Jan 14, 2019	BUY	N/A	7,804 Added 75.22%	18,179 $2.18 Million
Q3 2018 Oct 11, 2018	BUY	N/A	895 Added 9.44%	10,375 $1.48 Million
Q2 2018 Jul 16, 2018	BUY	N/A	1,149 Added 13.79%	9,480 $1.27 Million
Q1 2018 Apr 25, 2018	BUY	N/A	2,532 Added 43.66%	8,331 $1.08 Million
Q4 2017 Feb 09, 2018	BUY	N/A	5,799	5,799 $741,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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Orgel Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History