Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard 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 stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 964,855 shares of VGSH stock, worth $56.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

964,855

Previous 906,854 6.4%

Holding current value

$56.4 Million

Previous $53.5 Million 4.88%

% of portfolio

1.54%

Previous 1.51%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$58.02 - $58.88 $3.37 Million - $3.42 Million	58,001 Added 6.4%	964,855 $56.1 Million
Q3 2024 Oct 31, 2024	BUY	$57.74 - $59.13 $1.72 Million - $1.76 Million	29,728 Added 3.39%	906,854 $53.5 Million
Q2 2024 Aug 09, 2024	BUY	$57.55 - $58.0 $1.53 Million - $1.54 Million	26,624 Added 3.13%	877,126 $50.9 Million
Q1 2024 May 06, 2024	BUY	$57.88 - $58.54 $1.18 Million - $1.2 Million	20,418 Added 2.46%	850,502 $49.4 Million
Q4 2023 Feb 06, 2024	BUY	$57.34 - $58.41 $1.63 Million - $1.66 Million	28,404 Added 3.54%	830,084 $48.4 Million
Q3 2023 Nov 02, 2023	BUY	$57.47 - $57.91 $1.87 Million - $1.88 Million	32,465 Added 4.22%	801,680 $46.2 Million
Q2 2023 Aug 11, 2023	BUY	$57.72 - $58.69 $1.3 Million - $1.32 Million	22,561 Added 3.02%	769,215 $44.4 Million
Q1 2023 May 09, 2023	BUY	$57.32 - $58.77 $1.14 Million - $1.17 Million	19,850 Added 2.73%	746,654 $43.7 Million
Q4 2022 Feb 07, 2023	BUY	$57.38 - $58.13 $137,712 - $139,512	2,400 Added 0.33%	726,804 $42 Million
Q3 2022 Nov 02, 2022	SELL	$57.67 - $59.08 $1.84 Million - $1.89 Million	-31,976 Reduced 4.23%	724,404 $41.9 Million
Q2 2022 Aug 02, 2022	SELL	$58.29 - $59.37 $3.17 Million - $3.23 Million	-54,367 Reduced 6.71%	756,380 $44.5 Million
Q1 2022 May 13, 2022	BUY	$59.19 - $60.79 $3.66 Million - $3.76 Million	61,870 Added 8.26%	810,747 $48 Million
Q4 2021 Feb 14, 2022	BUY	$60.79 - $61.43 $1.99 Million - $2.01 Million	32,714 Added 4.57%	748,877 $45.6 Million
Q3 2021 Nov 02, 2021	SELL	$61.39 - $61.54 $128,796 - $129,110	-2,098 Reduced 0.29%	716,163 $44 Million
Q2 2021 Aug 12, 2021	BUY	$61.41 - $61.64 $1.42 Million - $1.42 Million	23,097 Added 3.32%	718,261 $44.1 Million
Q1 2021 May 17, 2021	SELL	$61.49 - $61.63 $1.71 Million - $1.71 Million	-27,789 Reduced 3.84%	695,164 $42.8 Million
Q4 2020 Feb 12, 2021	SELL	$61.6 - $62.06 $1.09 Million - $1.1 Million	-17,748 Reduced 2.4%	722,953 $44.5 Million
Q3 2020 Nov 12, 2020	BUY	$62.07 - $62.21 $339,771 - $340,537	5,474 Added 0.74%	740,701 $46 Million
Q2 2020 Aug 12, 2020	BUY	$62.08 - $62.28 $3.91 Million - $3.92 Million	62,913 Added 9.36%	735,227 $45.7 Million
Q1 2020 May 11, 2020	BUY	$60.83 - $62.34 $10.4 Million - $10.6 Million	170,500 Added 33.98%	672,314 $41.9 Million
Q4 2019 Feb 13, 2020	BUY	$60.69 - $61.1 $21.8 Million - $22 Million	359,897 Added 253.6%	501,814 $30.5 Million
Q3 2019 Nov 13, 2019	BUY	$60.71 - $60.94 $8.62 Million - $8.65 Million	141,917 New	141,917 $8.65 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-4,060 Closed	0 $0
Q1 2019 May 13, 2019	SELL	N/A	-4,817 Reduced 54.26%	4,060 $245,000
Q4 2018 Feb 13, 2019	BUY	N/A	8,877 New	8,877 $534,000

Others Institutions Holding VGSH

# of Institutions

931

Shares Held

230M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Transaction History