Orgel Wealth Management, LLC VGSH Holdings History
Orgel Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 7.30 Mil shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $429.14 Mil. This investment constitutes 10.34% of their stock portfolio, and Orgel Wealth Management, LLC now holds 1.9% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2019Q1. And since then Orgel Wealth Management, LLC has made 14 purchases of VGSH, at an average price of $58.22, for a total of 7.64 Mil shares. In addition, there have been 6 sales at an average price of $58.43 for 339,740.00 shares. Based on historical transaction data and VGSH's current price of $58.58, Orgel Wealth Management, LLC's estimated gain on his VGSH holdings is $2.69 Mil, reflecting a 0.61% gain to date.
Orgel Wealth Management, LLC VGSH ($58.58) Holding Chart
Orgel Wealth Management, LLC VGSH ($58.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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