Prosperity Planning, Inc. Sells in Q4 2025

Prosperity Planning, Inc.

  • $357 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
-12.4K
- 28.38%
$149.99 - $164.2 $1.85M - $2.03M
31.2K $4.79M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.6K
- 19.13%
$37.61 - $39.41 $663K - $695K
74.6K $2.88M
DFAX
Dimensional ETF Tr
-30K
- 5.52%
$30.71 - $32.34 $920K - $969K
512K $16.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.88K
- 19.42%
$118.29 - $126.28 $577K - $616K
20.3K $2.45M
VTV
Vanguard Value ETF

ETFs
-2.82K
- 13.17%
$182.87 - $189.72 $516K - $535K
18.6K $3.48M
VBR
Vanguard Small Cap Value ETF

ETFs
-592
- 1.38%
$201.42 - $211.15 $119K - $125K
42.3K $8.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.64K
- 13.69%
$35.06 - $36.3 $233K - $241K
41.9K $1.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.12K
- 2.47%
$92.24 - $96.56 $565K - $591K
241K $23M
VOE
Vanguard Mid Cap Value Index F

ETFs
-285
- 0.59%
$169.53 - $176.53 $48.3K - $50.3K
48.4K $8.41M
IWV
Ishares Russell 3000 ETF

ETFs
-205
- 8.25%
$371.33 - $389.89 $76.1K - $79.9K
2.28K $867K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.09K
- 1.97%
$202.52 - $212.07 $220K - $231K
54.2K $11.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-317
- 3.56%
$199.44 - $208.01 $63.2K - $65.9K
8.6K $1.76M
IWM
Ishares Russell 2000 ETF

ETFs
-150
- 9.52%
$236.79 - $250.33 $35.5K - $37.5K
1.43K $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-899
- 5.62%
$52.54 - $55.77 $47.2K - $50.1K
15.1K $828K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 3.66%
$459.47 - $491.71 $38.1K - $40.8K
2.19K $1.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-15
- 0.47%
$310.75 - $335.0 $4.66K - $5.03K
3.15K $981K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-24
- 1.58%
$577.77 - $604.78 $13.9K - $14.5K
1.5K $877K
IVV
Ishares Core S&P 500 ETF

ETFs
-41
- 4.32%
$656.2 - $690.71 $26.9K - $28.3K
908 $613K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-349
- 3.29%
$46.57 - $47.16 $16.3K - $16.5K
10.2K $477K
IWP
Ishares Russell Mid Cap Growth

ETFs
-6
- 0.25%
$136.84 - $145.3 $821 - $872
2.36K $323K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-68
- 0.43%
$102.72 - $103.6 $6.98K - $7.04K
15.7K $1.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-98
- 0.91%
$79.55 - $80.13 $7.8K - $7.85K
10.7K $848K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-56
- 4.04%
$191.01 - $199.18 $10.7K - $11.2K
1.33K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44
- 0.15%
$99.87 - $101.27 $4.39K - $4.46K
29.5K $2.95M
VCIT
Vanguard Intermediate Term Cor

ETFs
-72
- 0.8%
$83.45 - $84.82 $6.01K - $6.11K
8.92K $744K
IEMG
Ishares Inc

ETFs
-208
- 4.12%
N/A
4.84K $259K
EFV
Msci Eafe Value ETF

ETFs
-366
- 5.09%
$66.73 - $70.99 $24.4K - $26K
6.82K $479K
OEF
Ishares S&P 100 ETF

ETFs
-30
- 4.58%
N/A
625 $166K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-206
- 3.87%
$57.9 - $61.26 $11.9K - $12.6K
5.12K $307K
SPYG
Spdr Portfolio

ETFs
-73
- 0.75%
$102.4 - $109.39 $7.48K - $7.99K
9.72K $1.02M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3
- 0.09%
$139.66 - $144.52 $419 - $434
3.47K $491K
IEFA
Ishares Tr

ETFs
-73
- 3.14%
$86.09 - $89.88 $6.28K - $6.56K
2.25K $199K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 1.24%
$454.87 - $482.76 $4.55K - $4.83K
794 $374K
FIVA
Fidelity Covington Tr

ETFs
-158
- 2.4%
$30.93 - $32.71 $4.89K - $5.17K
6.43K $208K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.33%
$321.8 - $337.95 $3.22K - $3.38K
3.04K $1M
VT
Vanguard Total World Stk Index

ETFs
-2
- 0.07%
$135.16 - $141.78 $270 - $284
2.68K $373K
DFAE
Dimensional ETF Tr

ETFs
-99
- 0.71%
$30.74 - $33.05 $3.04K - $3.27K
13.9K $453K
VEA
Vanguard Ftse Developed Market

ETFs
-1
- -0.0%
$59.18 - $62.09 $59.2 - $62.1
23.7K $1.46M
DFIV
Dimensional ETF Tr

ETFs
-14
- 0.06%
$45.13 - $48.25 $632 - $676
22.4K $1.07M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.93K
- 2.88%
$34.7 - $37.35 $136K - $147K
133K $4.9M
AAPL
Apple Inc.

Technology
-15
- 0.14%
$245.27 - $275.25 $3.68K - $4.13K
10.3K $2.76M
AVEM
American Centy ETF Tr Avantis

ETFs
-90
- 0.07%
$73.09 - $78.36 $6.58K - $7.05K
138K $10.7M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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