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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

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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
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