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

$3.85 Billion
Q1 2025

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 12,352 shares of VIG stock, worth $2.25 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,352

Previous 10,310 19.81%

Holding current value

$2.25 Million

Previous $1.88 Million 19.82%

% of portfolio

0.06%

Previous 0.05%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	N/A	2,042 Added 19.81%	12,352 $2.25 Million
Q4 2024 Jan 21, 2025	SELL	N/A	-282 Reduced 2.66%	10,310 $1.88 Million
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

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

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