Tempus Wealth Planning, LLC Vanguard Small Cap ETF Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 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 1,288 shares of VB stock, worth $324,331. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,288

Previous 1,318 2.28%

Holding current value

$324,331

Previous $312,000 0.96%

% of portfolio

0.1%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$233.76 - $261.58 $7,012 - $7,847	-30 Reduced 2.28%	1,288 $309,000
Q3 2024 Oct 22, 2024	BUY	$214.77 - $237.72 $644 - $713	3 Added 0.23%	1,318 $312,000
Q2 2024 Jul 25, 2024	BUY	$210.76 - $226.94 $66,178 - $71,259	314 Added 31.37%	1,315 $286,000
Q4 2023 Jan 23, 2024	BUY	$175.26 - $215.9 $175,435 - $216,115	1,001 New	1,001 $213,000
Q2 2023 Jul 21, 2023	BUY	$181.26 - $198.89 $183,435 - $201,276	1,012 New	1,012 $201,000
Q4 2022 Feb 09, 2023	SELL	$172.82 - $196.57 $33,527 - $38,134	-194 Reduced 12.88%	1,312 $240,000
Q3 2022 Nov 14, 2022	BUY	$170.45 - $206.62 $256,697 - $311,169	1,506 New	1,506 $257,000
Q1 2022 May 06, 2022	SELL	$198.73 - $227.97 $971,789 - $1.11 Million	-4,890 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$215.13 - $239.37 $3,011 - $3,351	-14 Reduced 0.29%	4,890 $1.11 Million
Q3 2021 Nov 09, 2021	BUY	$211.9 - $229.42 $145,999 - $158,070	689 Added 16.35%	4,904 $1.07 Million
Q2 2021 Aug 12, 2021	SELL	$211.77 - $228.05 $612,438 - $659,520	-2,892 Reduced 40.69%	4,215 $950,000
Q1 2021 Apr 29, 2021	BUY	$191.53 - $223.48 $1.36 Million - $1.59 Million	7,107 New	7,107 $1.52 Million

Others Institutions Holding VB

# of Institutions

2,144

Shares Held

151M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Account

Tempus Wealth Planning, LLC Vanguard Small Cap ETF Transaction History