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

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

  • $3.31 Billion
  • Q1 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 850,502 shares of VGSH stock, worth $49.3 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
850,502
Previous 830,084 2.46%
Holding current value
$49.3 Million
Previous $48.4 Million 2.0%
% of portfolio
1.49%
Previous 1.61%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$57.88 - $58.54 $1.18 Million - $1.2 Million
20,418 Added 2.46%
850,502 $49.4 Million
Q4 2023

Feb 06, 2024
BUY
$57.34 - $58.41 $1.63 Million - $1.66 Million
28,404 Added 3.54%
830,084 $48.4 Million
Q3 2023

Nov 02, 2023
BUY
$57.47 - $57.91 $1.87 Million - $1.88 Million
32,465 Added 4.22%
801,680 $46.2 Million
Q2 2023

Aug 11, 2023
BUY
$57.72 - $58.69 $1.3 Million - $1.32 Million
22,561 Added 3.02%
769,215 $44.4 Million
Q1 2023

May 09, 2023
BUY
$57.32 - $58.77 $1.14 Million - $1.17 Million
19,850 Added 2.73%
746,654 $43.7 Million
Q4 2022

Feb 07, 2023
BUY
$57.38 - $58.13 $137,712 - $139,512
2,400 Added 0.33%
726,804 $42 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-31,976 Reduced 4.23%
724,404 $41.9 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-54,367 Reduced 6.71%
756,380 $44.5 Million
Q1 2022

May 13, 2022
BUY
N/A
61,870 Added 8.26%
810,747 $48 Million
Q4 2021

Feb 14, 2022
BUY
N/A
32,714 Added 4.57%
748,877 $45.6 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-2,098 Reduced 0.29%
716,163 $44 Million
Q2 2021

Aug 12, 2021
BUY
N/A
23,097 Added 3.32%
718,261 $44.1 Million
Q1 2021

May 17, 2021
SELL
N/A
-27,789 Reduced 3.84%
695,164 $42.8 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-17,748 Reduced 2.4%
722,953 $44.5 Million
Q3 2020

Nov 12, 2020
BUY
N/A
5,474 Added 0.74%
740,701 $46 Million
Q2 2020

Aug 12, 2020
BUY
N/A
62,913 Added 9.36%
735,227 $45.7 Million
Q1 2020

May 11, 2020
BUY
N/A
170,500 Added 33.98%
672,314 $41.9 Million
Q4 2019

Feb 13, 2020
BUY
N/A
359,897 Added 253.6%
501,814 $30.5 Million
Q3 2019

Nov 13, 2019
BUY
N/A
141,917 New
141,917 $8.65 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-4,060 Closed
0 $0
Q1 2019

May 13, 2019
SELL
N/A
-4,817 Reduced 54.26%
4,060 $245,000
Q4 2018

Feb 13, 2019
BUY
N/A
8,877 New
8,877 $534,000

Others Institutions Holding VGSH

# of Institutions
887
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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