Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Growth ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.85 Billion
Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Growth ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 14,321 shares of VUG stock, worth $5.92 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,321

Previous 6,624 116.2%

Holding current value

$5.92 Million

Previous $2.72 Million 95.36%

% of portfolio

0.14%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$369.1 - $427.61 $2.84 Million - $3.29 Million	7,697 Added 116.2%	14,321 $5.31 Million
Q4 2024 Jan 21, 2025	BUY	$378.79 - $428.11 $4,166 - $4,709	11 Added 0.17%	6,624 $2.72 Million
Q3 2024 Oct 31, 2024	BUY	$341.08 - $391.94 $85,270 - $97,985	250 Added 3.93%	6,613 $2.54 Million
Q2 2024 Aug 09, 2024	BUY	$322.46 - $377.11 $14,188 - $16,592	44 Added 0.7%	6,363 $2.38 Million
Q1 2024 May 06, 2024	SELL	$301.05 - $346.61 $7,526 - $8,665	-25 Reduced 0.39%	6,319 $2.17 Million
Q4 2023 Feb 06, 2024	BUY	$261.54 - $312.16 $28,246 - $33,713	108 Added 1.73%	6,344 $1.97 Million
Q3 2023 Nov 02, 2023	BUY	$269.56 - $293.5 $54,990 - $59,874	204 Added 3.38%	6,236 $1.7 Million
Q2 2023 Aug 11, 2023	SELL	$243.06 - $282.96 $122,502 - $142,611	-504 Reduced 7.71%	6,032 $1.71 Million
Q1 2023 May 09, 2023	SELL	$209.25 - $249.44 $17,786 - $21,202	-85 Reduced 1.28%	6,536 $1.63 Million
Q4 2022 Feb 07, 2023	SELL	$208.44 - $233.81 $266,594 - $299,042	-1,279 Reduced 16.19%	6,621 $1.41 Million
Q3 2022 Nov 02, 2022	SELL	$213.95 - $266.28 $454,643 - $565,845	-2,125 Reduced 21.2%	7,900 $1.69 Million
Q2 2022 Aug 02, 2022	BUY	$214.97 - $293.87 $401,348 - $548,655	1,867 Added 22.89%	10,025 $2.23 Million
Q1 2022 May 13, 2022	SELL	$254.37 - $323.09 $96,914 - $123,097	-381 Reduced 4.46%	8,158 $2.35 Million
Q4 2021 Feb 14, 2022	BUY	$287.0 - $325.67 $157,563 - $178,792	549 Added 6.87%	8,539 $2.74 Million
Q3 2021 Nov 02, 2021	SELL	$286.49 - $308.98 $1.43 Million - $1.54 Million	-4,985 Reduced 38.42%	7,990 $2.32 Million
Q2 2021 Aug 12, 2021	BUY	$257.69 - $287.23 $1.18 Million - $1.32 Million	4,588 Added 54.7%	12,975 $3.72 Million
Q1 2021 May 17, 2021	BUY	$243.15 - $268.9 $461,255 - $510,103	1,897 Added 29.23%	8,387 $2.16 Million
Q4 2020 Feb 12, 2021	SELL	$220.77 - $253.46 $177,499 - $203,781	-804 Reduced 11.02%	6,490 $1.64 Million
Q3 2020 Nov 12, 2020	SELL	$204.41 - $245.48 $163,528 - $196,384	-800 Reduced 9.88%	7,294 $1.66 Million
Q2 2020 Aug 12, 2020	SELL	$149.64 - $204.01 $117,617 - $160,351	-786 Reduced 8.85%	8,094 $1.64 Million
Q1 2020 May 11, 2020	SELL	$137.53 - $201.6 $58,587 - $85,881	-426 Reduced 4.58%	8,880 $1.39 Million
Q4 2019 Feb 13, 2020	BUY	$161.84 - $183.14 $187,087 - $211,709	1,156 Added 14.18%	9,306 $1.7 Million
Q2 2019 Aug 12, 2019	BUY	N/A	1,461 Added 21.84%	8,150 $1.33 Million
Q1 2019 May 13, 2019	SELL	N/A	-282 Reduced 4.05%	6,689 $1.05 Million
Q2 2018 Aug 13, 2018	BUY	N/A	686 Added 10.91%	6,971 $1.04 Million
Q3 2017 Nov 13, 2017	BUY	N/A	820 Added 15.0%	6,285 $834,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,465	5,465 $694,000

Others Institutions Holding VUG

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Growth ETF Transaction History