Tempus Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Tempus Wealth Planning, LLC

  • $205 Million
  • Q1 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 26,478 shares of VIG stock, worth $4.83 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
26,478
Previous 26,688 0.79%
Holding current value
$4.83 Million
Previous $4.55 Million 6.33%
% of portfolio
2.36%
Previous 2.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,135
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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