TWP
Tempus Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
24,518
+657
| +3% | +$134K | 1.25% | 17 |
|
|
2025
Q1 | $4.63M | Sell |
23,861
-1,122
| -4% | -$218K | 1.38% | 14 |
|
|
2024
Q4 | $4.89M | Sell |
24,983
-941
| -4% | -$184K | 1.49% | 14 |
|
|
2024
Q3 | $5.13M | Sell |
25,924
-257
| -1% | -$50.9K | 1.88% | 11 |
|
|
2024
Q2 | $4.78M | Sell |
26,181
-297
| -1% | -$54.2K | 2% | 11 |
|
|
2024
Q1 | $4.84M | Sell |
26,478
-210
| -0.8% | -$38.3K | 2.13% | 11 |
|
|
2023
Q4 | $4.55M | Sell |
26,688
-378
| -1% | -$64.4K | 2% | 11 |
|
|
2023
Q3 | $4.21M | Buy |
27,066
+86
| +0.3% | +$13.4K | 2.11% | 7 |
|
|
2023
Q2 | $4.38M | Buy |
26,980
+747
| +3% | +$121K | 1.98% | 7 |
|
|
2023
Q1 | $4.04M | Buy |
26,233
+1,409
| +6% | +$217K | 1.97% | 8 |
|
|
2022
Q4 | $3.77M | Buy |
24,824
+10,118
| +69% | +$1.54M | 2.29% | 8 |
|
|
2022
Q3 | $1.99M | Buy |
14,706
+12,798
| +671% | +$1.73M | 1.33% | 13 |
|
|
2022
Q2 | $274K | Buy |
1,908
+112
| +6% | +$16.1K | 0.23% | 104 |
|
|
2022
Q1 | $291K | Sell |
1,796
-360
| -17% | -$58.3K | 0.21% | 110 |
|
|
2021
Q4 | $370K | Buy |
2,156
+181
| +9% | +$31.1K | 0.2% | 112 |
|
|
2021
Q3 | $303K | Buy |
1,975
+229
| +13% | +$35.1K | 0.17% | 124 |
|
|
2021
Q2 | $270K | Buy |
1,746
+243
| +16% | +$37.6K | 0.18% | 126 |
|
|
2021
Q1 | $221K | Buy |
+1,503
| New | +$221K | 0.23% | 93 |
|
|
2020
Q1 | – | Sell |
-1,871
| Closed | -$233K | – | 73 |
|
|
2019
Q4 | $233K | Buy |
+1,871
| New | +$233K | 0.21% | 70 |
|