Tempus Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 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 24,983 shares of VIG stock, worth $4.55 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
24,983
Previous 25,924 3.63%
Holding current value
$4.55 Million
Previous $4.72 Million 3.64%
% of portfolio
1.53%
Previous 1.85%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
N/A
-941 Reduced 3.63%
24,983 $4.55 Million
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
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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