Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Small Cap ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 53,596 shares of VB stock, worth $13.7 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
53,596
Previous 53,998 0.74%
Holding current value
$13.7 Million
Previous $11.8 Million 7.98%
% of portfolio
0.36%
Previous 0.35%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$214.77 - $237.72 $86,337 - $95,563
-402 Reduced 0.74%
53,596 $12.7 Million
Q2 2024

Aug 09, 2024
SELL
$210.76 - $226.94 $146,688 - $157,950
-696 Reduced 1.27%
53,998 $11.8 Million
Q1 2024

May 06, 2024
SELL
$204.0 - $228.59 $578,544 - $648,281
-2,836 Reduced 4.93%
54,694 $12.5 Million
Q4 2023

Feb 06, 2024
SELL
$175.26 - $215.9 $684,740 - $843,521
-3,907 Reduced 6.36%
57,530 $12.3 Million
Q3 2023

Nov 02, 2023
SELL
$186.24 - $208.75 $881,101 - $987,596
-4,731 Reduced 7.15%
61,437 $11.6 Million
Q2 2023

Aug 11, 2023
SELL
$181.26 - $198.89 $2.89 Million - $3.17 Million
-15,924 Reduced 19.4%
66,168 $13.2 Million
Q1 2023

May 09, 2023
BUY
$179.51 - $208.76 $711,757 - $827,733
3,965 Added 5.08%
82,092 $15.6 Million
Q4 2022

Feb 07, 2023
BUY
$172.82 - $196.57 $1.15 Million - $1.3 Million
6,631 Added 9.27%
78,127 $14.3 Million
Q3 2022

Nov 02, 2022
BUY
$170.45 - $206.62 $444,192 - $538,451
2,606 Added 3.78%
71,496 $12.2 Million
Q2 2022

Aug 02, 2022
SELL
$170.7 - $214.67 $41,650 - $52,379
-244 Reduced 0.35%
68,890 $12.1 Million
Q1 2022

May 13, 2022
SELL
$198.73 - $227.97 $147,060 - $168,697
-740 Reduced 1.06%
69,134 $14.7 Million
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $1.93 Million - $2.15 Million
8,980 Added 14.75%
69,874 $15.8 Million
Q3 2021

Nov 02, 2021
BUY
$211.9 - $229.42 $1.47 Million - $1.59 Million
6,925 Added 12.83%
60,894 $13.3 Million
Q2 2021

Aug 12, 2021
BUY
$211.77 - $228.05 $3.54 Million - $3.81 Million
16,716 Added 44.87%
53,969 $12.2 Million
Q1 2021

May 17, 2021
SELL
$191.53 - $223.48 $1.32 Million - $1.54 Million
-6,910 Reduced 15.65%
37,253 $7.98 Million
Q4 2020

Feb 12, 2021
SELL
$156.0 - $196.91 $74,100 - $93,532
-475 Reduced 1.06%
44,163 $8.6 Million
Q3 2020

Nov 12, 2020
BUY
$143.34 - $162.04 $167,707 - $189,586
1,170 Added 2.69%
44,638 $6.87 Million
Q2 2020

Aug 12, 2020
SELL
$106.26 - $156.76 $2.63 Million - $3.88 Million
-24,727 Reduced 36.26%
43,468 $6.33 Million
Q1 2020

May 11, 2020
BUY
$98.45 - $170.48 $4.93 Million - $8.54 Million
50,102 Added 276.91%
68,195 $7.87 Million
Q4 2019

Feb 13, 2020
BUY
$149.04 - $166.74 $354,566 - $396,674
2,379 Added 15.14%
18,093 $3 Million
Q3 2019

Nov 13, 2019
BUY
$153.32 - $158.01 $391,119 - $403,083
2,551 Added 19.38%
15,714 $2.42 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,583 Added 24.41%
13,163 $2.06 Million
Q1 2019

May 13, 2019
BUY
N/A
257 Added 2.49%
10,580 $1.62 Million
Q4 2018

Feb 13, 2019
BUY
N/A
4,288 Added 71.05%
10,323 $1.36 Million
Q3 2018

Nov 13, 2018
BUY
N/A
2,095 Added 53.17%
6,035 $981,000
Q2 2018

Aug 13, 2018
BUY
N/A
17 Added 0.43%
3,940 $613,000
Q1 2018

May 14, 2018
SELL
N/A
-1,113 Reduced 22.1%
3,923 $576,000
Q1 2018

May 14, 2018
BUY
N/A
1,013 Added 25.18%
5,036 $576,000
Q4 2017

Feb 12, 2018
BUY
N/A
40 Added 1.0%
4,023 $595,000
Q3 2017

Nov 13, 2017
BUY
N/A
21 Added 0.53%
3,983 $563,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,962
3,962 $537,000

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email