Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Mom 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 Wellington Fd U S Mom stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 63,247 shares of VFMO stock, worth $10.7 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

63,247

Previous 60,968 3.74%

Holding current value

$10.7 Million

Previous $9.16 Million 11.16%

% of portfolio

0.29%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$141.31 - $161.48 $322,045 - $368,012	2,279 Added 3.74%	63,247 $10.2 Million
Q2 2024 Aug 09, 2024	SELL	$138.89 - $152.14 $558,198 - $611,450	-4,019 Reduced 6.18%	60,968 $9.16 Million
Q1 2024 May 06, 2024	SELL	$126.46 - $151.44 $466,005 - $558,056	-3,685 Reduced 5.37%	64,987 $9.83 Million
Q4 2023 Feb 06, 2024	SELL	$105.72 - $133.01 $1.07 Million - $1.35 Million	-10,146 Reduced 12.87%	68,672 $9.02 Million
Q3 2023 Nov 02, 2023	SELL	$111.55 - $125.68 $481,115 - $542,057	-4,313 Reduced 5.19%	78,818 $8.94 Million
Q2 2023 Aug 11, 2023	BUY	$109.06 - $121.25 $588,160 - $653,901	5,393 Added 6.94%	83,131 $10.1 Million
Q1 2023 May 09, 2023	BUY	$107.11 - $119.52 $868,554 - $969,187	8,109 Added 11.65%	77,738 $8.75 Million
Q4 2022 Feb 07, 2023	SELL	$108.83 - $121.93 $212,109 - $237,641	-1,949 Reduced 2.72%	69,629 $7.94 Million
Q3 2022 Nov 02, 2022	SELL	$104.03 - $120.94 $958,532 - $1.11 Million	-9,214 Reduced 11.4%	71,578 $7.57 Million
Q2 2022 Aug 02, 2022	BUY	$105.22 - $127.46 $4.14 Million - $5.01 Million	39,308 Added 94.75%	80,792 $8.61 Million
Q1 2022 May 13, 2022	BUY	$115.65 - $134.15 $4.8 Million - $5.57 Million	41,484 New	41,484 $5.24 Million

Others Institutions Holding VFMO

# of Institutions

111

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Wellington Fd U S Mom Transaction History