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

$4.37 Billion
Q2 2025

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 19,821 shares of VT stock, worth $2.76 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,821

Previous 18,675 6.14%

Holding current value

$2.76 Million

Previous $2.17 Million 17.64%

% of portfolio

0.06%

Previous 0.06%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$103.16 - $128.52 $118,221 - $147,283	1,146 Added 6.14%	19,821 $2.55 Million
Q1 2025 May 08, 2025	BUY	$115.08 - $123.97 $56,619 - $60,993	492 Added 2.71%	18,675 $2.17 Million
Q4 2024 Jan 21, 2025	SELL	$117.09 - $123.07 $81,494 - $85,656	-696 Reduced 3.69%	18,183 $2.14 Million
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

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Total World Stk Index Transaction History