Prosperity Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 65,691 shares of VBR stock, worth $12.6 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
65,691
Previous 71,379
7.97%
Holding current value
$12.6 Million
Previous $13.7 Million
12.46%
% of portfolio
4.13%
Previous 4.74%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio