Orgel Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 87,747 shares of VSGX stock, worth $5.18 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

87,747

Previous 81,552 7.6%

Holding current value

$5.18 Million

Previous $5.02 Million 0.82%

% of portfolio

0.13%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$56.61 - $61.63 $350,698 - $381,797	6,195 Added 7.6%	87,747 $4.98 Million
Q3 2024 Oct 17, 2024	SELL	$55.06 - $62.25 $98,667 - $111,552	-1,792 Reduced 2.15%	81,552 $5.02 Million
Q2 2024 Jul 22, 2024	SELL	$54.72 - $58.75 $258,552 - $277,593	-4,725 Reduced 5.37%	83,344 $4.77 Million
Q1 2024 Apr 15, 2024	SELL	$53.19 - $57.84 $117,177 - $127,421	-2,203 Reduced 2.44%	88,069 $5.06 Million
Q4 2023 Jan 11, 2024	BUY	$48.05 - $55.28 $237,463 - $273,193	4,942 Added 5.79%	90,272 $4.99 Million
Q3 2023 Oct 26, 2023	BUY	$50.23 - $55.2 $121,456 - $133,473	2,418 Added 2.92%	85,330 $4.3 Million
Q2 2023 Jul 10, 2023	SELL	$51.68 - $54.7 $258,606 - $273,718	-5,004 Reduced 5.69%	82,912 $4.4 Million
Q1 2023 Apr 06, 2023	SELL	$49.49 - $54.07 $2.23 Million - $2.44 Million	-45,045 Reduced 33.88%	87,916 $4.6 Million
Q4 2022 Jan 17, 2023	SELL	$43.1 - $51.11 $5.48 Million - $6.5 Million	-127,173 Reduced 48.89%	132,961 $0
Q3 2022 Oct 25, 2022	SELL	$43.44 - $51.83 $29,756 - $35,503	-685 Reduced 0.26%	260,134 $11.3 Million
Q2 2022 Jul 13, 2022	BUY	$48.34 - $58.27 $14,937 - $18,005	309 Added 0.12%	260,819 $12.8 Million
Q1 2022 May 10, 2022	BUY	$53.11 - $62.8 $1.72 Million - $2.03 Million	32,293 Added 14.15%	260,510 $14.9 Million
Q4 2021 Jan 24, 2022	BUY	$60.05 - $64.51 $910,418 - $978,036	15,161 Added 7.12%	228,217 $14.2 Million
Q3 2021 Oct 26, 2021	BUY	$61.73 - $65.61 $245,994 - $261,455	3,985 Added 1.91%	213,056 $13.2 Million
Q2 2021 Jul 23, 2021	BUY	$61.69 - $65.78 $511,163 - $545,053	8,286 Added 4.13%	209,071 $13.4 Million
Q1 2021 Apr 28, 2021	BUY	$59.52 - $63.83 $14,284 - $15,319	240 Added 0.12%	200,785 $12.3 Million
Q4 2020 Feb 08, 2021	BUY	$50.72 - $59.51 $90,078 - $105,689	1,776 Added 0.89%	200,545 $11.9 Million
Q3 2020 Nov 03, 2020	SELL	$48.36 - $53.16 $250,504 - $275,368	-5,180 Reduced 2.54%	198,769 $10.3 Million
Q2 2020 Jul 31, 2020	BUY	$39.4 - $50.07 $4.36 Million - $5.54 Million	110,585 Added 118.45%	203,949 $9.81 Million
Q1 2020 Apr 28, 2020	BUY	$36.37 - $54.44 $491,540 - $735,756	13,515 Added 16.93%	93,364 $3.84 Million
Q4 2019 Jan 27, 2020	BUY	$48.03 - $53.57 $62,775 - $70,015	1,307 Added 1.66%	79,849 $4.27 Million
Q3 2019 Oct 15, 2019	BUY	$49.13 - $50.3 $3.86 Million - $3.95 Million	78,542 New	78,542 $3.87 Million

Others Institutions Holding VSGX

# of Institutions

355

Shares Held

18M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Orgel Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History