Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

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

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 14,494 shares of VOO stock, worth $8.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,494
Previous 13,331 8.72%
Holding current value
$8.1 Million
Previous $7.03 Million 11.02%
% of portfolio
0.21%
Previous 0.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$521.84 - $558.82 $606,899 - $649,907
1,163 Added 8.72%
14,494 $7.81 Million
Q3 2024

Oct 31, 2024
BUY
$475.2 - $527.7 $111,196 - $123,481
234 Added 1.79%
13,331 $7.03 Million
Q2 2024

Aug 09, 2024
SELL
$455.1 - $504.28 $112,864 - $125,061
-248 Reduced 1.86%
13,097 $6.55 Million
Q1 2024

May 06, 2024
BUY
$429.43 - $481.35 $255,510 - $286,403
595 Added 4.67%
13,345 $6.41 Million
Q4 2023

Feb 06, 2024
BUY
$377.32 - $438.19 $698,419 - $811,089
1,851 Added 16.98%
12,750 $5.57 Million
Q3 2023

Nov 02, 2023
BUY
$392.7 - $420.68 $77,361 - $82,873
197 Added 1.84%
10,899 $4.28 Million
Q2 2023

Aug 11, 2023
SELL
$371.44 - $407.28 $180,891 - $198,345
-487 Reduced 4.35%
10,702 $4.36 Million
Q1 2023

May 09, 2023
SELL
$348.66 - $382.94 $804,707 - $883,825
-2,308 Reduced 17.1%
11,189 $4.21 Million
Q4 2022

Feb 07, 2023
SELL
$327.64 - $374.54 $153,335 - $175,284
-468 Reduced 3.35%
13,497 $4.74 Million
Q3 2022

Nov 02, 2022
BUY
$328.3 - $395.04 $929,417 - $1.12 Million
2,831 Added 25.43%
13,965 $4.59 Million
Q2 2022

Aug 02, 2022
BUY
$337.07 - $419.85 $1.18 Million - $1.47 Million
3,513 Added 46.1%
11,134 $3.86 Million
Q1 2022

May 13, 2022
BUY
$382.7 - $439.25 $302,715 - $347,446
791 Added 11.58%
7,621 $3.17 Million
Q4 2021

Feb 14, 2022
BUY
$394.21 - $439.01 $559,778 - $623,394
1,420 Added 26.25%
6,830 $2.98 Million
Q3 2021

Nov 02, 2021
BUY
$390.68 - $416.73 $214,874 - $229,201
550 Added 11.32%
5,410 $2.13 Million
Q2 2021

Aug 12, 2021
BUY
$368.16 - $394.32 $24,298 - $26,025
66 Added 1.38%
4,860 $1.91 Million
Q1 2021

May 17, 2021
BUY
$339.03 - $365.24 $609,914 - $657,066
1,799 Added 60.07%
4,794 $1.75 Million
Q4 2020

Feb 12, 2021
BUY
$299.82 - $343.69 $15,890 - $18,215
53 Added 1.8%
2,995 $1.03 Million
Q3 2020

Nov 12, 2020
BUY
$285.37 - $328.74 $29,107 - $33,531
102 Added 3.59%
2,942 $905,000
Q2 2020

Aug 12, 2020
SELL
$226.15 - $297.17 $1.14 Million - $1.5 Million
-5,063 Reduced 64.06%
2,840 $805,000
Q1 2020

May 11, 2020
BUY
$204.27 - $310.92 $509,040 - $774,812
2,492 Added 46.05%
7,903 $1.87 Million
Q4 2019

Feb 13, 2020
BUY
$264.57 - $296.67 $303,990 - $340,873
1,149 Added 26.96%
5,411 $1.6 Million
Q3 2019

Nov 13, 2019
SELL
$260.57 - $277.38 $353,854 - $376,682
-1,358 Reduced 24.16%
4,262 $1.16 Million
Q2 2019

Aug 12, 2019
BUY
$252.12 - $271.73 $1.15 Million - $1.24 Million
4,564 Added 432.2%
5,620 $1.51 Million
Q1 2019

May 13, 2019
SELL
$224.5 - $261.43 $30,981 - $36,077
-138 Reduced 11.56%
1,056 $274,000
Q4 2018

Feb 13, 2019
BUY
$215.07 - $268.24 $10,323 - $12,875
48 Added 4.19%
1,194 $274,000
Q3 2018

Nov 13, 2018
SELL
$248.79 - $269.75 $4,478 - $4,855
-18 Reduced 1.55%
1,146 $306,000
Q2 2018

Aug 13, 2018
SELL
$236.48 - $256.33 $46,823 - $50,753
-198 Reduced 14.54%
1,164 $290,000
Q1 2018

May 14, 2018
BUY
$236.79 - $263.36 $322,507 - $358,696
1,362 New
1,362 $330,000

Others Institutions Holding VOO

# of Institutions
3,206
Shares Held
390M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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