Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Val Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,119 shares of VFVA stock, worth $386,600. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,119Holding current value
$386,600% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$74.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.421KShares$52.1 Million10.14% of portfolio
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Anderson Hoagland & CO267KShares$33.1 Million3.4% of portfolio
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Sterling Manor Financial, LLC113KShares$14 Million9.69% of portfolio
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Milestone Advisory Partners71.3KShares$8.83 Million5.95% of portfolio