Tempus Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 25,924 shares of VIG stock, worth $4.72 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

25,924

Previous 26,181 0.98%

Holding current value

$4.72 Million

Previous $4.78 Million 1.19%

% of portfolio

1.85%

Previous 2.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$182.15 - $182.15 $46,812 - $46,812	-257 Reduced 0.98%	25,924 $4.72 Million
Q2 2024 Jul 25, 2024	SELL	$173.33 - $185.29 $51,479 - $55,031	-297 Reduced 1.12%	26,181 $4.78 Million
Q1 2024 Apr 19, 2024	SELL	$168.47 - $182.98 $35,378 - $38,425	-210 Reduced 0.79%	26,478 $4.84 Million
Q4 2023 Jan 23, 2024	SELL	$150.16 - $171.16 $56,760 - $64,698	-378 Reduced 1.4%	26,688 $4.55 Million
Q3 2023 Oct 31, 2023	BUY	$155.38 - $166.95 $13,362 - $14,357	86 Added 0.32%	27,066 $4.21 Million
Q2 2023 Jul 21, 2023	BUY	$152.74 - $162.43 $114,096 - $121,335	747 Added 2.85%	26,980 $4.38 Million
Q1 2023 May 08, 2023	BUY	$147.24 - $158.33 $207,461 - $223,086	1,409 Added 5.68%	26,233 $4.04 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $1.47 Million - $1.61 Million	10,118 Added 68.8%	24,824 $3.77 Million
Q3 2022 Nov 14, 2022	BUY	N/A	12,798 Added 670.75%	14,706 $1.99 Million
Q2 2022 Aug 05, 2022	BUY	N/A	112 Added 6.24%	1,908 $274,000
Q1 2022 May 06, 2022	SELL	N/A	-360 Reduced 16.7%	1,796 $291,000
Q4 2021 Feb 02, 2022	BUY	N/A	181 Added 9.16%	2,156 $370,000
Q3 2021 Nov 09, 2021	BUY	N/A	229 Added 13.12%	1,975 $303,000
Q2 2021 Aug 12, 2021	BUY	N/A	243 Added 16.17%	1,746 $270,000
Q1 2021 Apr 29, 2021	BUY	N/A	1,503 New	1,503 $221,000
Q1 2020 May 13, 2020	SELL	N/A	-1,871 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	N/A	1,871 New	1,871 $233,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Tempus Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History