Number of Shares
2.17 Mil
Current Holdings Value*
$171.34 Mil
% of Portfolio
4.41%
Total Estimate Gain
$-359,246.86
% of Total Estimate Gain
-0.18%

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

As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 2.17 Mil shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $171.34 Mil. This investment constitutes 4.41% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.49% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2013Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 30 purchases of VCSH, at an average price of $79.31, for a total of 2.47 Mil shares. In addition, there have been 7 sales at an average price of $78.07 for 301,240.00 shares. Based on historical transaction data and VCSH's current price of $79.32, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his VCSH holdings is $-359,246.86, reflecting a -0.18% gain to date.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VCSH ($79.32) Holding Chart

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VCSH ($79.32) 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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