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

  • $3.37 Billion
  • Q2 2024

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 6,363 shares of VUG stock, worth $2.44 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,363
Previous 6,319 0.7%
Holding current value
$2.44 Million
Previous $2.17 Million 9.43%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,285
Shares Held
242M
Call Options Held
194K
Put Options Held
73.7K
View Full List

About VANGUARD GROWTH ETF

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