Vanguard Wellington Fd us momentum shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Vanguard Wellington Fd us momentum
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington Fd us momentum held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington Fd us momentum by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 63k | 160.95 |
| 2024-06-30 | $9.2M | 61k | 150.20 |
| 2024-03-31 | $9.8M | 65k | 151.28 |
| 2023-12-31 | $9.0M | 69k | 131.29 |
| 2023-09-30 | $8.9M | 79k | 113.39 |
| 2023-06-30 | $10M | 83k | 121.25 |
| 2023-03-31 | $8.7M | 78k | 112.54 |
| 2022-12-31 | $7.9M | 70k | 114.06 |
| 2022-09-30 | $7.6M | 72k | 105.76 |
| 2022-06-30 | $8.6M | 81k | 106.58 |
| 2022-03-31 | $5.2M | 42k | 126.41 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Top funds holding Vanguard Wellington Fd us momentum
View all funds holding Vanguard Wellington Fd us momentum