Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Mid Cap Growth Index 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 Mid Cap Growth Index stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 25,004 shares of VOT stock, worth $6.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

25,004

Previous 22,596 10.66%

Holding current value

$6.1 Million

Previous $5.5 Million 15.32%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$241.48 - $274.89 $581,483 - $661,935	2,408 Added 10.66%	25,004 $6.34 Million
Q3 2024 Oct 31, 2024	BUY	$218.05 - $243.47 $2.78 Million - $3.1 Million	12,744 Added 129.35%	22,596 $5.5 Million
Q2 2024 Aug 09, 2024	BUY	$218.75 - $234.97 $462,437 - $496,726	2,114 Added 27.32%	9,852 $2.26 Million
Q1 2024 May 06, 2024	BUY	$212.21 - $235.79 $163,826 - $182,029	772 Added 11.08%	7,738 $1.82 Million
Q4 2023 Feb 06, 2024	BUY	$180.9 - $221.2 $328,876 - $402,141	1,818 Added 35.31%	6,966 $1.53 Million
Q3 2023 Nov 02, 2023	BUY	$191.65 - $213.93 $269,268 - $300,571	1,405 Added 37.54%	5,148 $1 Million
Q2 2023 Aug 11, 2023	BUY	$186.22 - $205.77 $122,905 - $135,808	660 Added 21.41%	3,743 $770,000
Q1 2023 May 09, 2023	BUY	$177.43 - $203.61 $23,065 - $26,469	130 Added 4.4%	3,083 $600,000
Q4 2022 Feb 07, 2023	BUY	$165.84 - $193.83 $38,806 - $45,356	234 Added 8.61%	2,953 $530,000
Q3 2022 Nov 02, 2022	BUY	$170.12 - $208.72 $9,866 - $12,105	58 Added 2.18%	2,719 $464,000
Q2 2022 Aug 02, 2022	SELL	$167.96 - $227.2 $47,868 - $64,752	-285 Reduced 9.67%	2,661 $467,000
Q1 2022 May 13, 2022	SELL	$199.76 - $251.37 $161,605 - $203,358	-809 Reduced 21.54%	2,946 $656,000
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $468 - $531	2 Added 0.05%	3,755 $956,000
Q3 2021 Nov 02, 2021	BUY	$230.42 - $251.05 $191,709 - $208,873	832 Added 28.48%	3,753 $887,000
Q2 2021 Aug 12, 2021	SELL	$210.91 - $237.31 $7,381 - $8,305	-35 Reduced 1.18%	2,921 $690,000
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $123,873 - $139,355	605 Added 25.73%	2,956 $634,000
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $76,509 - $92,144	428 Added 22.26%	2,351 $499,000
Q3 2020 Nov 12, 2020	BUY	$166.29 - $188.98 $319,775 - $363,408	1,923 New	1,923 $346,000

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

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.

Account

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