Vanguard S&p 500 Etf idx shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 5.0k | 538.81 |
| 2024-09-30 | $1.7M | 3.3k | 527.67 |
| 2024-06-30 | $1.6M | 3.2k | 500.13 |
| 2024-03-31 | $1.5M | 3.0k | 480.70 |
| 2023-12-31 | $1.2M | 2.6k | 436.80 |
| 2023-09-30 | $1.2M | 3.0k | 392.70 |
| 2023-06-30 | $1.3M | 3.2k | 407.28 |
| 2023-03-31 | $1.2M | 3.2k | 376.07 |
| 2022-12-31 | $791k | 2.3k | 351.34 |
| 2022-09-30 | $964k | 2.9k | 328.45 |
| 2022-06-30 | $2.2M | 6.2k | 346.88 |
| 2022-03-31 | $2.6M | 6.2k | 415.09 |
| 2021-12-31 | $942k | 2.2k | 436.52 |
| 2021-09-30 | $809k | 2.1k | 394.25 |
| 2021-06-30 | $870k | 2.2k | 393.49 |
| 2021-03-31 | $706k | 1.9k | 364.29 |
| 2020-12-31 | $622k | 1.8k | 343.46 |
| 2020-09-30 | $500k | 1.6k | 307.69 |
| 2020-06-30 | $512k | 1.8k | 283.34 |
| 2020-03-31 | $428k | 1.8k | 236.86 |
| 2019-12-31 | $424k | 1.4k | 296.09 |
| 2019-09-30 | $399k | 1.5k | 272.73 |
| 2019-06-30 | $394k | 1.5k | 269.31 |
| 2019-03-31 | $380k | 1.5k | 259.74 |
| 2018-12-31 | $499k | 2.2k | 229.85 |
| 2018-09-30 | $490k | 1.8k | 266.88 |
| 2018-06-30 | $493k | 2.0k | 249.62 |
| 2018-03-31 | $620k | 2.6k | 242.00 |
| 2017-12-31 | $1.2M | 4.8k | 245.27 |
| 2017-09-30 | $303k | 1.3k | 230.42 |
| 2017-06-30 | $292k | 1.3k | 222.05 |
| 2017-03-31 | $472k | 2.2k | 216.41 |
| 2016-12-31 | $388k | 1.9k | 205.29 |
| 2015-12-31 | $5.1M | 27k | 186.92 |