Empirical Financial Services, LLC D.b.a. Empirical Wealth Management VTIP Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 3.88 Mil shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $193.50 Mil. This investment constitutes 4.98% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 1.42% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2017Q1. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 23 purchases of VTIP, at an average price of $49.18, for a total of 4.28 Mil shares. In addition, there have been 6 sales at an average price of $49.40 for 398,823.00 shares. Based on historical transaction data and VTIP's current price of $50.12, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his VTIP holdings is $3.71 Mil, reflecting a 1.76% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VTIP ($50.12) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VTIP ($50.12) 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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