Orgel Wealth Management, LLC VTEB Holdings History
Orgel Wealth Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 2.93 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $143.50 Mil. This investment constitutes 3.46% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.4% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q2. And since then Orgel Wealth Management, LLC has made 10 purchases of VTEB, at an average price of $49.82, for a total of 10.58 Mil shares. In addition, there have been 3 sales at an average price of $49.04 for 7.65 Mil shares. Based on historical transaction data and VTEB's current price of $48.51, Orgel Wealth Management, LLC's estimated gain on his VTEB holdings is $-9.78 Mil, reflecting a -1.86% gain to date.
Orgel Wealth Management, LLC VTEB ($48.51) Holding Chart
Orgel Wealth Management, LLC VTEB ($48.51) 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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