Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Mom Transaction History

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

$3.85 Billion
Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 70,970 shares of VFMO stock, worth $11.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

70,970

Previous 62,657 13.27%

Holding current value

$11.7 Million

Previous $10.3 Million 4.54%

% of portfolio

0.28%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$147.38 - $176.39 $1.23 Million - $1.47 Million	8,313 Added 13.27%	70,970 $10.8 Million
Q4 2024 Jan 21, 2025	SELL	$159.11 - $178.39 $93,874 - $105,250	-590 Reduced 0.93%	62,657 $10.3 Million
Q3 2024 Oct 31, 2024	BUY	$141.31 - $161.48 $322,045 - $368,012	2,279 Added 3.74%	63,247 $10.2 Million
Q2 2024 Aug 09, 2024	SELL	$138.89 - $152.14 $558,198 - $611,450	-4,019 Reduced 6.18%	60,968 $9.16 Million
Q1 2024 May 06, 2024	SELL	$126.46 - $151.44 $466,005 - $558,056	-3,685 Reduced 5.37%	64,987 $9.83 Million
Q4 2023 Feb 06, 2024	SELL	$105.72 - $133.01 $1.07 Million - $1.35 Million	-10,146 Reduced 12.87%	68,672 $9.02 Million
Q3 2023 Nov 02, 2023	SELL	$111.55 - $125.68 $481,115 - $542,057	-4,313 Reduced 5.19%	78,818 $8.94 Million
Q2 2023 Aug 11, 2023	BUY	$109.06 - $121.25 $588,160 - $653,901	5,393 Added 6.94%	83,131 $10.1 Million
Q1 2023 May 09, 2023	BUY	$107.11 - $119.52 $868,554 - $969,187	8,109 Added 11.65%	77,738 $8.75 Million
Q4 2022 Feb 07, 2023	SELL	$108.83 - $121.93 $212,109 - $237,641	-1,949 Reduced 2.72%	69,629 $7.94 Million
Q3 2022 Nov 02, 2022	SELL	$104.03 - $120.94 $958,532 - $1.11 Million	-9,214 Reduced 11.4%	71,578 $7.57 Million
Q2 2022 Aug 02, 2022	BUY	$105.22 - $127.46 $4.14 Million - $5.01 Million	39,308 Added 94.75%	80,792 $8.61 Million
Q1 2022 May 13, 2022	BUY	$115.65 - $134.15 $4.8 Million - $5.57 Million	41,484 New	41,484 $5.24 Million

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

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.

Account

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Mom Transaction History