VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

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

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

Q4 2025
Shares 127,889 Value ($000) $15,469 Avg Close — Range —
Q3 2025
Shares 127,893 Value ($000) $15,148 Avg Close — Range —
Q2 2025
Shares 127,969 Value ($000) $14,031 Avg Close — Range —
Q1 2025
Shares 137,812 Value ($000) $13,499 Avg Close — Range —
Q4 2024
Shares 204,775 Value ($000) $21,479 Avg Close — Range —
Q3 2024
Shares 205,692 Value ($000) $20,909 Avg Close — Range —
Q2 2024
Shares 209,868 Value ($000) $20,277 Avg Close — Range —
Q1 2024
Shares 234,701 Value ($000) $21,872 Avg Close — Range —
Q4 2023
Shares 240,141 Value ($000) $20,426 Avg Close — Range —
Q3 2023
Shares 241,536 Value ($000) $18,168 Avg Close — Range —
Q2 2023
Shares 241,479 Value ($000) $18,920 Avg Close — Range —
Q1 2023
Shares 247,672 Value ($000) $17,761 Avg Close — Range —
Q4 2022
Shares 263,628 Value ($000) $17,363 Avg Close — Range —
Q3 2022
Shares 282,076 Value ($000) $17,745 Avg Close — Range —
Q2 2022
Shares 279,530 Value ($000) $18,561 Avg Close — Range —
Q1 2022
Shares 272,143 Value ($000) $22,065 Avg Close — Range —
Q4 2021
Shares 274,776 Value ($000) $24,150 Avg Close — Range —
Q3 2021
Shares 262,650 Value ($000) $21,028 Avg Close — Range —
Q2 2021
Shares 258,579 Value ($000) $20,681 Avg Close — Range —
Q1 2021
Shares 260,368 Value ($000) $19,202 Avg Close — Range —
Q4 2020
Shares 258,032 Value ($000) $18,106 Avg Close — Range —
Q3 2020
Shares 258,797 Value ($000) $15,996 Avg Close — Range —
Q2 2020
Shares 270,249 Value ($000) $15,239 Avg Close — Range —
Q1 2020
Shares 126,411 Value ($000) $5,788 Avg Close — Range —
Q4 2019
Shares 116,131 Value ($000) $6,570 Avg Close — Range —
Q3 2019
Shares 114,214 Value ($000) $5,929 Avg Close — Range —