Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Dividend Appreciation 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 Dividend Appreciation stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 10,592 shares of VIG stock, worth $1.93 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,592
Previous 11,349 6.67%
Holding current value
$1.93 Million
Previous $2.07 Million 6.86%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 31, 2024
SELL
$182.15 - $182.15 $137,887 - $137,887
-757 Reduced 6.67%
10,592 $1.93 Million
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $66,558 - $71,151
-384 Reduced 3.27%
11,349 $2.07 Million
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $450,657 - $489,471
2,675 Added 29.53%
11,733 $2.14 Million
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $22,974 - $26,187
153 Added 1.72%
9,058 $1.54 Million
Q3 2023

Nov 02, 2023
SELL
$155.38 - $166.95 $27,657 - $29,717
-178 Reduced 1.96%
8,905 $1.38 Million
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $215,210 - $228,863
-1,409 Reduced 13.43%
9,083 $1.48 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $24,441 - $26,282
166 Added 1.61%
10,492 $1.62 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $441,182 - $483,430
3,046 Added 41.84%
10,326 $1.57 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-265 Reduced 3.51%
7,280 $984,000
Q2 2022

Aug 02, 2022
SELL
N/A
-3,198 Reduced 29.77%
7,545 $1.08 Million
Q1 2022

May 13, 2022
BUY
N/A
2,514 Added 30.55%
10,743 $1.74 Million
Q4 2021

Feb 14, 2022
BUY
N/A
407 Added 5.2%
8,229 $1.41 Million
Q3 2021

Nov 02, 2021
BUY
N/A
1,771 Added 29.27%
7,822 $1.2 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-58 Reduced 0.95%
6,051 $937,000
Q1 2021

May 17, 2021
SELL
N/A
-941 Reduced 13.35%
6,109 $898,000
Q4 2020

Feb 12, 2021
SELL
N/A
-181 Reduced 2.5%
7,050 $995,000
Q3 2020

Nov 12, 2020
SELL
N/A
-84 Reduced 1.15%
7,231 $930,000
Q2 2020

Aug 12, 2020
SELL
N/A
-559 Reduced 7.1%
7,315 $857,000
Q1 2020

May 11, 2020
SELL
N/A
-570 Reduced 6.75%
7,874 $814,000
Q4 2019

Feb 13, 2020
SELL
N/A
-573 Reduced 6.35%
8,444 $1.05 Million
Q3 2019

Nov 13, 2019
BUY
N/A
472 Added 5.52%
9,017 $1.08 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-283 Reduced 3.21%
8,545 $984,000
Q1 2019

May 13, 2019
SELL
N/A
-550 Reduced 5.86%
8,828 $968,000
Q4 2018

Feb 13, 2019
SELL
N/A
-135 Reduced 1.42%
9,378 $919,000
Q3 2018

Nov 13, 2018
BUY
N/A
2,397 Added 33.68%
9,513 $1.05 Million
Q2 2018

Aug 13, 2018
BUY
N/A
29 Added 0.41%
7,116 $723,000
Q1 2018

May 14, 2018
BUY
N/A
2,924 Added 70.24%
7,087 $716,000
Q1 2018

May 14, 2018
SELL
N/A
-2,715 Reduced 39.47%
4,163 $716,000
Q4 2017

Feb 12, 2018
SELL
N/A
-1,012 Reduced 12.83%
6,878 $702,000
Q3 2017

Nov 13, 2017
BUY
N/A
897 Added 12.83%
7,890 $748,000
Q2 2017

Aug 10, 2017
BUY
N/A
6,993
6,993 $648,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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