Empirical Financial Services, LLC D.b.a. Empirical Wealth Management VTV Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Vanguard Value ETF Holding Summary
As of 2025-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 349,987.00 shares of Vanguard Value ETF(VTV), totaling $61.86 Mil. This investment constitutes 1.4% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2013Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 24 purchases of VTV, at an average price of $126.64, for a total of 443,825.00 shares. In addition, there have been 13 sales at an average price of $142.29 for 93,838.00 shares. Based on historical transaction data and VTV's current price of $180.30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his VTV holdings is $20.25 Mil, reflecting a 36.03% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VTV ($180.30) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VTV ($180.30) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
