Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Russell 1000 Value Et 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 Russell 1000 Value Et stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,889 shares of VONV stock, worth $319,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,889
Previous 3,551 9.52%
Holding current value
$319,831
Previous $271,000 19.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
BUY
$76.07 - $83.33 $25,711 - $28,165
338 Added 9.52%
3,889 $324,000
Q1 2024

May 06, 2024
BUY
$71.01 - $78.64 $40,049 - $44,352
564 Added 18.88%
3,551 $279,000
Q4 2023

Feb 06, 2024
SELL
$63.06 - $72.78 $29,070 - $33,551
-461 Reduced 13.37%
2,987 $216,000
Q1 2023

May 09, 2023
BUY
$63.71 - $70.86 $219,672 - $244,325
3,448 New
3,448 $230,000
Q2 2022

Aug 02, 2022
SELL
$62.21 - $73.88 $195,090 - $231,687
-3,136 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$68.98 - $74.78 $6,898 - $7,478
-100 Reduced 3.09%
3,136 $228,000
Q4 2021

Feb 14, 2022
SELL
$68.99 - $73.74 $12,418 - $13,273
-180 Reduced 5.27%
3,236 $239,000
Q2 2021

Aug 12, 2021
BUY
$67.02 - $71.26 $114,470 - $121,712
1,708 Added 100.0%
3,416 $238,000
Q1 2021

May 17, 2021
BUY
$59.19 - $67.11 $101,096 - $114,623
1,708 New
1,708 $227,000

Others Institutions Holding VONV

# of Institutions
419
Shares Held
72.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 VALUE ET

VONV Quotes by TradingView
  • Ticker VONV
  • Sector ETFs
  • Industry ETFs
More about VONV
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email