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 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,494

Previous 13,331 8.72%

Holding current value

$8 Million

Previous $7.03 Million 11.02%

% of portfolio

0.21%

Previous 0.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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