Prosperity Planning, Inc. Vanguard Total Stock Market Et Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,681 shares of VTI stock, worth $1.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,681

Previous 3,792 2.93%

Holding current value

$1.09 Million

Previous $1.07 Million 0.65%

% of portfolio

0.35%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$280.04 - $302.45 $31,084 - $33,571	-111 Reduced 2.93%	3,681 $1.07 Million
Q3 2024 Oct 07, 2024	SELL	$255.18 - $283.2 $21,435 - $23,788	-84 Reduced 2.17%	3,792 $1.07 Million
Q2 2024 Jul 23, 2024	BUY	$245.23 - $269.4 $16,185 - $17,780	66 Added 1.73%	3,876 $1.04 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $71,460 - $79,862	-307 Reduced 7.46%	3,810 $990,000
Q4 2023 Feb 05, 2024	SELL	$203.12 - $238.25 $14,421 - $16,915	-71 Reduced 1.7%	4,117 $976,000
Q3 2023 Oct 24, 2023	BUY	$211.41 - $228.35 $97,671 - $105,497	462 Added 12.4%	4,188 $889,000
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $115,230 - $126,440	-574 Reduced 13.35%	3,726 $820,000
Q1 2023 Apr 13, 2023	BUY	$189.85 - $210.01 $36,830 - $40,741	194 Added 4.72%	4,300 $877,000
Q3 2022 Oct 12, 2022	BUY	$179.47 - $216.24 $124,372 - $149,854	693 Added 20.3%	4,106 $737,000
Q4 2021 Jan 21, 2022	BUY	$221.73 - $242.96 $403,548 - $442,187	1,820 Added 114.25%	3,413 $824,000
Q3 2021 Oct 08, 2021	SELL	$219.23 - $234.37 $11,180 - $11,952	-51 Reduced 3.1%	1,593 $354,000
Q2 2021 Jul 13, 2021	BUY	$209.28 - $222.82 $14,231 - $15,151	68 Added 4.31%	1,644 $366,000
Q1 2021 Apr 12, 2021	SELL	$191.87 - $208.85 $14,006 - $15,246	-73 Reduced 4.43%	1,576 $326,000
Q4 2020 Feb 01, 2021	BUY	$166.99 - $194.64 $275,366 - $320,961	1,649 New	1,649 $321,000

Others Institutions Holding VTI

# of Institutions

3,356

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Vanguard Total Stock Market Et Transaction History