Tempus Wealth Planning, LLC Vanguard Small Cap ETF Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 1,318 shares of VB stock, worth $319,944. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,318
Previous 1,315
0.23%
Holding current value
$319,944
Previous $286,000
9.09%
% of portfolio
0.12%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio