Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard World Fd Esg Intl Stk 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 World Fd Esg Intl Stk stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 72,456 shares of VSGX stock, worth $4.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

72,456

Previous 76,687 5.52%

Holding current value

$4.27 Million

Previous $4.72 Million 12.91%

% of portfolio

0.11%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$56.61 - $61.63 $239,516 - $260,756	-4,231 Reduced 5.52%	72,456 $4.11 Million
Q3 2024 Oct 31, 2024	SELL	$55.06 - $62.25 $277,777 - $314,051	-5,045 Reduced 6.17%	76,687 $4.72 Million
Q2 2024 Aug 09, 2024	SELL	$54.72 - $58.75 $188,127 - $201,982	-3,438 Reduced 4.04%	81,732 $4.68 Million
Q1 2024 May 06, 2024	BUY	$53.19 - $57.84 $28,616 - $31,117	538 Added 0.64%	85,170 $4.89 Million
Q4 2023 Feb 06, 2024	BUY	$48.05 - $55.28 $326,163 - $375,240	6,788 Added 8.72%	84,632 $4.68 Million
Q3 2023 Nov 02, 2023	BUY	$50.23 - $55.2 $658,113 - $723,230	13,102 Added 20.24%	77,844 $3.93 Million
Q2 2023 Aug 11, 2023	SELL	$51.68 - $54.7 $10,129 - $10,721	-196 Reduced 0.3%	64,742 $3.44 Million
Q1 2023 May 09, 2023	BUY	$49.49 - $54.07 $17,173 - $18,762	347 Added 0.54%	64,938 $3.4 Million
Q4 2022 Feb 07, 2023	BUY	$43.1 - $51.11 $429,836 - $509,720	9,973 Added 18.26%	64,591 $3.18 Million
Q3 2022 Nov 02, 2022	SELL	$43.44 - $51.83 $1.05 Million - $1.25 Million	-24,115 Reduced 30.63%	54,618 $2.37 Million
Q2 2022 Aug 02, 2022	SELL	$48.34 - $58.27 $40,557 - $48,888	-839 Reduced 1.05%	78,733 $3.86 Million
Q1 2022 May 13, 2022	BUY	$53.11 - $62.8 $499,765 - $590,948	9,410 Added 13.41%	79,572 $4.55 Million
Q4 2021 Feb 14, 2022	BUY	$60.05 - $64.51 $695,679 - $747,348	11,585 Added 19.78%	70,162 $4.35 Million
Q3 2021 Nov 02, 2021	BUY	$61.73 - $65.61 $1.03 Million - $1.1 Million	16,755 Added 40.06%	58,577 $3.62 Million
Q2 2021 Aug 12, 2021	BUY	$61.69 - $65.78 $115,298 - $122,942	1,869 Added 4.68%	41,822 $2.68 Million
Q1 2021 May 17, 2021	BUY	$59.52 - $63.83 $1.71 Million - $1.84 Million	28,762 Added 257.01%	39,953 $2.45 Million
Q4 2020 Feb 12, 2021	BUY	$50.72 - $59.51 $83,941 - $98,489	1,655 Added 17.36%	11,191 $663,000
Q3 2020 Nov 12, 2020	SELL	$48.36 - $53.16 $22,148 - $24,347	-458 Reduced 4.58%	9,536 $492,000
Q2 2020 Aug 12, 2020	SELL	$39.4 - $50.07 $373,512 - $474,663	-9,480 Reduced 48.68%	9,994 $481,000
Q1 2020 May 11, 2020	BUY	$36.37 - $54.44 $489,976 - $733,415	13,472 Added 224.46%	19,474 $801,000
Q4 2019 Feb 13, 2020	SELL	$48.03 - $53.57 $14,889 - $16,606	-310 Reduced 4.91%	6,002 $321,000
Q3 2019 Nov 13, 2019	BUY	$49.13 - $50.3 $49,375 - $50,551	1,005 Added 18.94%	6,312 $311,000
Q1 2019 May 13, 2019	BUY	N/A	5,307 New	5,307 $259,000

Others Institutions Holding VSGX

# of Institutions

357

Shares Held

45.6M

Call Options Held

Put Options Held

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard World Fd Esg Intl Stk Transaction History