Number of Shares
1.25 Mil
Current Holdings Value*
$102.16 Mil
% of Portfolio
2.63%
Total Estimate Gain
$-2.13 Mil
% of Total Estimate Gain
-1.88%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 1.25 Mil shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $102.16 Mil. This investment constitutes 2.63% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.2% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2013Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 31 purchases of VCIT, at an average price of $84.48, for a total of 1.35 Mil shares. In addition, there have been 6 sales at an average price of $86.97 for 95,708.00 shares. Based on historical transaction data and VCIT's current price of $82.59, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his VCIT holdings is $-2.13 Mil, reflecting a -1.88% gain to date.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VCIT ($82.59) Holding Chart

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VCIT ($82.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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