Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Total World Stk Index 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 Total World Stk Index stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 18,879 shares of VT stock, worth $2.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,879
Previous 17,955 5.15%
Holding current value
$2.23 Million
Previous $2.02 Million 11.72%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 31, 2024
BUY
$107.72 - $119.96 $99,533 - $110,843
924 Added 5.15%
18,879 $2.26 Million
Q2 2024

Aug 09, 2024
SELL
$104.94 - $113.51 $136,526 - $147,676
-1,301 Reduced 6.76%
17,955 $2.02 Million
Q1 2024

May 06, 2024
BUY
$100.68 - $110.5 $19,733 - $21,658
196 Added 1.03%
19,256 $2.13 Million
Q4 2023

Feb 06, 2024
BUY
$88.97 - $103.1 $260,148 - $301,464
2,924 Added 18.12%
19,060 $1.96 Million
Q3 2023

Nov 02, 2023
BUY
$92.79 - $100.59 $128,699 - $139,518
1,387 Added 9.4%
16,136 $1.5 Million
Q2 2023

Aug 11, 2023
BUY
$91.33 - $98.06 $30,047 - $32,261
329 Added 2.28%
14,749 $1.43 Million
Q1 2023

May 09, 2023
SELL
$86.24 - $94.55 $39,584 - $43,398
-459 Reduced 3.08%
14,420 $1.33 Million
Q4 2022

Feb 07, 2023
SELL
$78.67 - $91.07 $371,873 - $430,487
-4,727 Reduced 24.11%
14,879 $1.28 Million
Q3 2022

Nov 02, 2022
BUY
$78.88 - $94.48 $62,551 - $74,922
793 Added 4.22%
19,606 $1.55 Million
Q2 2022

Aug 02, 2022
BUY
$83.88 - $102.77 $235,870 - $288,989
2,812 Added 17.57%
18,813 $1.61 Million
Q1 2022

May 13, 2022
SELL
$93.8 - $108.09 $716,444 - $825,591
-7,638 Reduced 32.31%
16,001 $1.62 Million
Q4 2021

Feb 14, 2022
SELL
$101.45 - $109.23 $108,551 - $116,876
-1,070 Reduced 4.33%
23,639 $2.54 Million
Q3 2021

Nov 02, 2021
BUY
$101.52 - $107.65 $99,794 - $105,819
983 Added 4.14%
24,709 $2.52 Million
Q2 2021

Aug 12, 2021
SELL
$98.57 - $104.51 $14,391 - $15,258
-146 Reduced 0.61%
23,726 $2.46 Million
Q1 2021

May 17, 2021
BUY
$92.05 - $98.71 $111,472 - $119,537
1,211 Added 5.34%
23,872 $2.32 Million
Q4 2020

Feb 12, 2021
BUY
$78.99 - $92.58 $104,108 - $122,020
1,318 Added 6.18%
22,661 $2.1 Million
Q3 2020

Nov 12, 2020
BUY
$75.3 - $85.07 $17,394 - $19,651
231 Added 1.09%
21,343 $1.72 Million
Q2 2020

Aug 12, 2020
BUY
$60.03 - $78.43 $38,539 - $50,352
642 Added 3.14%
21,112 $1.58 Million
Q1 2020

May 11, 2020
BUY
$54.48 - $83.17 $245,650 - $375,013
4,509 Added 28.25%
20,470 $1.29 Million
Q4 2019

Feb 13, 2020
SELL
$72.8 - $81.27 $17,544 - $19,586
-241 Reduced 1.49%
15,961 $1.29 Million
Q3 2019

Nov 13, 2019
SELL
$74.55 - $76.17 $60,758 - $62,078
-815 Reduced 4.79%
16,202 $1.21 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-405 Reduced 2.32%
17,017 $1.28 Million
Q1 2019

May 13, 2019
SELL
N/A
-935 Reduced 5.09%
17,422 $1.28 Million
Q4 2018

Feb 13, 2019
BUY
N/A
178 Added 0.98%
18,357 $1.2 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-80 Reduced 0.44%
18,179 $1.38 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-735 Reduced 3.87%
18,259 $1.34 Million
Q1 2018

May 14, 2018
BUY
N/A
5,416 Added 39.89%
18,994 $1.4 Million
Q1 2018

May 14, 2018
SELL
N/A
-4,316 Reduced 24.12%
13,578 $1.4 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-367 Reduced 2.01%
17,894 $1.33 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-33 Reduced 0.18%
18,261 $1.29 Million
Q2 2017

Aug 10, 2017
BUY
N/A
18,294
18,294 $1.24 Million

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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