Prosperity Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Prosperity Planning, Inc. holds 72,746 shares of BSV stock, worth $5.63 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

72,746

Previous 73,532 1.07%

Holding current value

$5.63 Million

Previous $5.64 Million 1.03%

% of portfolio

1.92%

Previous 1.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$75.81 - $76.76 $59,586 - $60,333	-786 Reduced 1.07%	72,746 $5.58 Million
Q1 2024 Apr 15, 2024	SELL	$76.34 - $77.25 $58,018 - $58,710	-760 Reduced 1.02%	73,532 $5.64 Million
Q4 2023 Feb 05, 2024	BUY	$74.64 - $77.03 $688,703 - $710,755	9,227 Added 14.18%	74,292 $5.72 Million
Q3 2023 Oct 24, 2023	BUY	$74.97 - $75.93 $12,220 - $12,376	163 Added 0.25%	65,065 $4.89 Million
Q2 2023 Jul 13, 2023	BUY	$75.52 - $76.97 $321,111 - $327,276	4,252 Added 7.01%	64,902 $4.9 Million

Q1 2023 Apr 13, 2023	BUY	$74.67 - $76.76 $1.4 Million - $1.44 Million	18,760 Added 44.78%	60,650 $4.64 Million
Q3 2022 Oct 12, 2022	BUY	N/A	11,799 Added 39.21%	41,890 $3.13 Million
Q2 2022 Jul 11, 2022	BUY	N/A	30,091 New	30,091 $2.31 Million

Others Institutions Holding BSV

# of Institutions

1,219

Shares Held

355M

Call Options Held

8.1K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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 Bd Index Fd Inc Short Transaction History