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

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

$3.37 Billion
Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,799 shares of VO stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,799

Previous 5,905 18.73%

Holding current value

$1.27 Million

Previous $1.48 Million 21.29%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$234.99 - $248.98 $259,898 - $275,371	-1,106 Reduced 18.73%	4,799 $1.16 Million
Q1 2024 May 06, 2024	SELL	$225.86 - $249.86 $299,490 - $331,314	-1,326 Reduced 18.34%	5,905 $1.48 Million
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $437,495 - $523,112	2,236 Added 44.76%	7,231 $1.68 Million
Q3 2023 Nov 02, 2023	SELL	$206.6 - $228.23 $5,784 - $6,390	-28 Reduced 0.56%	4,995 $1.04 Million
Q2 2023 Aug 11, 2023	BUY	$203.43 - $220.16 $198,751 - $215,096	977 Added 24.15%	5,023 $1.11 Million
Q1 2023 May 09, 2023	BUY	$200.2 - $225.98 $22,422 - $25,309	112 Added 2.85%	4,046 $853,000
Q4 2022 Feb 07, 2023	BUY	$186.57 - $217.26 $63,060 - $73,433	338 Added 9.4%	3,934 $801,000
Q3 2022 Nov 02, 2022	SELL	$187.98 - $227.42 $235,350 - $284,729	-1,252 Reduced 25.83%	3,596 $676,000
Q2 2022 Aug 02, 2022	SELL	$190.36 - $240.41 $386,621 - $488,272	-2,031 Reduced 29.52%	4,848 $955,000
Q1 2022 May 13, 2022	BUY	$219.86 - $253.39 $280,761 - $323,579	1,277 Added 22.8%	6,879 $1.64 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $44,552 - $49,105	188 Added 3.47%	5,602 $1.43 Million
Q3 2021 Nov 02, 2021	SELL	$229.88 - $249.8 $40,688 - $44,214	-177 Reduced 3.17%	5,414 $1.28 Million
Q2 2021 Aug 12, 2021	BUY	$223.23 - $238.25 $71,880 - $76,716	322 Added 6.11%	5,591 $1.33 Million
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $373,659 - $414,282	1,834 Added 53.39%	5,269 $1.17 Million
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $605,040 - $715,201	3,435 New	3,435 $710,000
Q1 2020 May 11, 2020	SELL	$112.37 - $186.27 $179,679 - $297,845	-1,599 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$162.13 - $178.73 $11,024 - $12,153	68 Added 4.44%	1,599 $285,000
Q3 2019 Nov 13, 2019	BUY	$166.82 - $169.81 $255,401 - $259,979	1,531 New	1,531 $257,000

Others Institutions Holding VO

# of Institutions

2,018

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Mid Cap ETF Transaction History