VANGUARD WORLD FD

Ticker: VSGX CUSIP: 921910725 Class: ESG INTL STK ETF

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 78,735 Value ($000) $5,639 Avg Close Range
Q3 2025
Shares 81,720 Value ($000) $5,669 Avg Close Range
Q2 2025
Shares 82,556 Value ($000) $5,407 Avg Close Range
Q1 2025
Shares 91,270 Value ($000) $5,383 Avg Close Range
Q4 2024
Shares 87,747 Value ($000) $4,975 Avg Close Range
Q3 2024
Shares 81,552 Value ($000) $5,016 Avg Close Range
Q2 2024
Shares 83,344 Value ($000) $4,773 Avg Close Range
Q1 2024
Shares 88,069 Value ($000) $5,061 Avg Close Range
Q4 2023
Shares 90,272 Value ($000) $4,990 Avg Close Range
Q3 2023
Shares 85,330 Value ($000) $4,304 Avg Close Range
Q2 2023
Shares 82,912 Value ($000) $4,403 Avg Close Range
Q1 2023
Shares 87,916 Value ($000) $4,603 Avg Close Range
Q4 2022
Shares 132,961 Value ($000) $6,540 Avg Close Range
Q3 2022
Shares 260,134 Value ($000) $11,300 Avg Close Range
Q2 2022
Shares 260,819 Value ($000) $12,791 Avg Close Range
Q1 2022
Shares 260,510 Value ($000) $14,901 Avg Close Range
Q4 2021
Shares 228,217 Value ($000) $14,154 Avg Close Range
Q3 2021
Shares 213,056 Value ($000) $13,154 Avg Close Range
Q2 2021
Shares 209,071 Value ($000) $13,411 Avg Close Range
Q1 2021
Shares 200,785 Value ($000) $12,322 Avg Close Range
Q4 2020
Shares 200,545 Value ($000) $11,886 Avg Close Range
Q3 2020
Shares 198,769 Value ($000) $10,256 Avg Close Range
Q2 2020
Shares 203,949 Value ($000) $9,810 Avg Close Range
Q1 2020
Shares 93,364 Value ($000) $3,842 Avg Close Range
Q4 2019
Shares 79,849 Value ($000) $4,269 Avg Close Range
Q3 2019
Shares 78,542 Value ($000) $3,871 Avg Close Range