Orgel Wealth Management, LLC VYMI Holdings History
Orgel Wealth Management, LLC's Vanguard International High Dividend Yield ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 2.53 Mil shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $202.35 Mil. This investment constitutes 4.88% of their stock portfolio, and Orgel Wealth Management, LLC now holds 1.96% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.
The initial trade took place in 2021Q1. And since then Orgel Wealth Management, LLC has made 13 purchases of VYMI, at an average price of $64.18, for a total of 5.05 Mil shares. In addition, there have been 5 sales at an average price of $60.22 for 2.52 Mil shares. Based on historical transaction data and VYMI's current price of $82.43, Orgel Wealth Management, LLC's estimated gain on his VYMI holdings is $36.11 Mil, reflecting a 11.15% gain to date.
Orgel Wealth Management, LLC VYMI ($82.43) Holding Chart
Orgel Wealth Management, LLC VYMI ($82.43) 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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