Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Star Fd Vanguard Tota 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 Star Fd Vanguard Tota stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,335 shares of VXUS stock, worth $455,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,335
Previous 5,517 32.95%
Holding current value
$455,136
Previous $357,000 21.01%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$58.88 - $64.8 $107,043 - $117,806
1,818 Added 32.95%
7,335 $432,000
Q3 2024

Oct 31, 2024
SELL
$58.03 - $65.37 $8,704 - $9,805
-150 Reduced 2.65%
5,517 $357,000
Q2 2024

Aug 09, 2024
SELL
$57.86 - $62.21 $14,407 - $15,490
-249 Reduced 4.21%
5,667 $341,000
Q4 2023

Feb 06, 2024
SELL
$51.06 - $57.96 $2,553 - $2,898
-50 Reduced 0.84%
5,916 $342,000
Q1 2023

May 09, 2023
BUY
$52.07 - $56.74 $310,649 - $338,510
5,966 New
5,966 $329,000
Q1 2022

May 13, 2022
SELL
$55.42 - $64.7 $11,084 - $12,940
-200 Reduced 2.05%
9,565 $571,000
Q4 2021

Feb 14, 2022
SELL
$61.51 - $66.09 $321,266 - $345,188
-5,223 Reduced 34.85%
9,765 $621,000
Q3 2021

Nov 02, 2021
BUY
$63.26 - $67.0 $509,243 - $539,350
8,050 Added 116.03%
14,988 $948,000
Q2 2021

Aug 12, 2021
SELL
$63.55 - $67.5 $95,325 - $101,250
-1,500 Reduced 17.78%
6,938 $456,000
Q1 2021

May 17, 2021
BUY
$60.31 - $64.68 $508,895 - $545,769
8,438 New
8,438 $529,000

Others Institutions Holding VXUS

# of Institutions
1,373
Shares Held
320M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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